Foster Victor Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$424K Sell
2,768
-739
-21% -$111K 0.02% 179
2025
Q4
$522K Sell
3,507
-1,156
-25% -$164K 0.03% 155
2025
Q3
$660K Buy
4,663
+2,319
+99% +$319K 0.04% 137
2025
Q2
$316K Buy
2,344
+1
+0% +$127 0.02% 165
2025
Q1
$284K Buy
2,343
+3
+0.1% +$393 0.02% 165
2024
Q4
$308K Sell
2,340
-24
-1% -$3.13K 0.02% 155
2024
Q3
$305K Buy
2,364
+129
+6% +$15.9K 0.02% 155
2024
Q2
$277K Buy
+2,235
New +$265K 0.02% 161

Other funds holding VYM

Foster Victor Wealth Advisors's VYM Position: Q1 2026 in Review

Foster Victor Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q1 2026, selling an estimated $111K and leaving 2,768 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #179.

Foster Victor Wealth Advisors first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $660K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Foster Victor Wealth Advisors held 2,768 shares of Vanguard High Dividend Yield ETF worth $424K as of Q1 2026.
  • Foster Victor Wealth Advisors sold 739 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $111K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #179 holding.
  • Foster Victor Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
  • Foster Victor Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $660K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.