Fortitude Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fortitude Family Office’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
2025 Q3	–	Sell	-2,680	Closed	-$357K	–	2150
2025 Q2	$357K	Buy	2,680 +2,262	+541%	+$287K	0.12%	91
2025 Q1	$53.9K	Buy	418 +3	+0.7%	+$393	0.02%	217
2024 Q4	$53K	Buy	415 +3	+0.7%	+$391	0.02%	246
2024 Q3	$52.8K	Buy	412 +3	+0.7%	+$370	0.02%	233
2024 Q2	$48.6K	Buy	409 +3	+0.7%	+$356	0.03%	175
2024 Q1	$49.1K	Buy	406 +2	+0.5%	+$229	0.03%	154
2023 Q4	$45.1K	Buy	+404	New	+$42.5K	0.03%	184

Other funds holding VYM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Family Office's VYM Position: Q3 2025 in Review

Fortitude Family Office sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 2,680 shares — an estimated $357K sold.

Fortitude Family Office first reported a position in VYM in Q4 2023 and held it in 7 quarters. The position peaked at $357K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Fortitude Family Office reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 2,680 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $357K.
Fortitude Family Office first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 7 quarters.
Fortitude Family Office's Vanguard High Dividend Yield ETF position peaked at $357K in Q2 2025.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.