Gen-Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gen-Wealth Partners’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	$52.5K	Hold	332	–	–	0.01%	395
2026 Q1	$49.2K	Sell	332 -100	-23%	-$15K	0.02%	396
2025 Q4	$62K	Hold	432	–	–	0.02%	368
2025 Q3	$60.9K	Hold	432	–	–	0.02%	367
2025 Q2	$57.6K	Hold	432	–	–	0.02%	327
2025 Q1	$55.7K	Hold	432	–	–	0.02%	329
2024 Q4	$55.1K	Hold	432	–	–	0.02%	359
2024 Q3	$55.5K	Sell	432 -100	-19%	-$12.3K	0.02%	371
2024 Q2	$63.1K	Hold	532	–	–	0.03%	356
2024 Q1	$64.4K	Buy	+532	New	+$61K	0.03%	351

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

Gen-Wealth Partners's VYM Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 332 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #395.

Gen-Wealth Partners first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.4K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Gen-Wealth Partners held 332 shares of Vanguard High Dividend Yield ETF worth $52.5K as of Q2 2026.
Gen-Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #395 holding.
Gen-Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $64.4K in Q1 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.