Fonville Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fonville Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Sell	15,327 -538	-3%	-$80.9K	0.43%	46
2025 Q4	$2.28M	Sell	15,865 -623	-4%	-$88.6K	0.47%	45
2025 Q3	$2.32M	Sell	16,488 -490	-3%	-$67.3K	0.52%	42
2025 Q2	$2.26M	Sell	16,978 -485	-3%	-$61.4K	0.57%	41
2025 Q1	$2.2M	Sell	17,463 -327	-2%	-$42.8K	0.65%	40
2024 Q4	$2.27M	Sell	17,790 -377	-2%	-$49.2K	0.75%	38
2024 Q3	$2.33M	Buy	18,167 +288	+2%	+$35.6K	0.8%	36
2024 Q2	$2.12M	Sell	17,879 -626	-3%	-$74.2K	0.84%	36
2024 Q1	$2.24M	Sell	18,505 -935	-5%	-$107K	0.99%	36
2023 Q4	$2.17M	Buy	+19,440	New	+$2.04M	1.15%	33

Other funds holding VYM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return