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

Forza 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 Q2	$4.54M	Buy	28,747 +67	+0.2%	+$10.5K	1.39%	20
2026 Q1	$4.25M	Sell	28,680 -801	-3%	-$120K	1.48%	18
2025 Q4	$4.23M	Sell	29,481 -100	-0.3%	-$14.2K	1.53%	19
2025 Q3	$4.17M	Sell	29,581 -90	-0.3%	-$12.4K	1.6%	17
2025 Q2	$3.96M	Buy	29,671 +6,373	+27%	+$807K	1.62%	16
2025 Q1	$3M	Sell	23,298 -268	-1%	-$35.1K	1.35%	22
2024 Q4	$3.01M	Sell	23,566 -72	-0.3%	-$9.39K	1.37%	20
2024 Q3	$3.03M	Buy	23,638 +301	+1%	+$37.2K	1.39%	20
2024 Q2	$2.77M	Sell	23,337 -1,063	-4%	-$126K	1.43%	19
2024 Q1	$2.95M	Sell	24,400 -980	-4%	-$112K	1.54%	16
2023 Q4	$2.83M	Buy	25,380 +3,640	+17%	+$382K	1.56%	15
2023 Q3	$2.25M	Hold	21,740	–	–	1.16%	22
2023 Q2	$2.31M	Sell	21,740 -1,200	-5%	-$126K	1.16%	21
2023 Q1	$2.42M	Buy	22,940 +8	+0%	+$860	1.25%	20
2022 Q4	$2.48M	Buy	+22,932	New	+$2.44M	1.65%	16

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forza Wealth Management's VYM Position: Q2 2026 in Review

Forza Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.23% in Q2 2026, buying an estimated $10.5K and bringing the position to 28,747 shares worth $4.54M. The position accounts for 1.39% of the portfolio, ranked #20.

Forza Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Forza Wealth Management held 28,747 shares of Vanguard High Dividend Yield ETF worth $4.54M as of Q2 2026.
Forza Wealth Management bought 67 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.5K.
Vanguard High Dividend Yield ETF made up 1.39% of Forza Wealth Management's portfolio in Q2 2026, its #20 holding.
Forza Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.