GG
VYM icon

Gleason Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gleason Group’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 		$10.1M Buy
63,714
+391
+0.6% +$61.1K 0.88% 15
2026
Q1 		$9.38M Buy
63,323
+368
+0.6% +$55.3K 0.93% 15
2025
Q4 		$9.04M Buy
62,955
+790
+1% +$112K 0.89% 16
2025
Q3 		$8.76M Buy
62,165
+371
+0.6% +$51K 0.88% 16
2025
Q2 		$8.24M Buy
61,794
+60,910
+6,890% +$7.72M 0.89% 16
2025
Q1 		$114K Buy
884
+5
+0.6% +$655 0.02% 76
2024
Q4 		$112K Buy
879
+7
+0.8% +$913 0.02% 77
2024
Q3 		$112K Buy
872
+6
+0.7% +$741 0.02% 81
2024
Q2 		$103K Buy
866
+7
+0.8% +$830 0.02% 88
2024
Q1 		$104K Buy
859
+5
+0.6% +$573 0.02% 85
2023
Q4 		$95.4K Buy
854
+8
+0.9% +$841 0.02% 90
2023
Q3 		$87.4K Sell
846
-9,553
-92% -$1.02M 0.02% 93
2023
Q2 		$1.1M Buy
10,399
+86
+0.8% +$9.02K 0.29% 32
2023
Q1 		$1.09M Buy
10,313
+72
+0.7% +$7.74K 0.31% 32
2022
Q4 		$1.11M Buy
10,241
+92
+0.9% +$9.79K 0.35% 28
2022
Q3 		$963K Buy
10,149
+75
+0.7% +$7.8K 0.33% 26
2022
Q2 		$1.02M Buy
10,074
+8,085
+406% +$876K 0.35% 25
2022
Q1 		$223K Buy
1,989
+12
+0.6% +$1.34K 0.07% 72
2021
Q4 		$222K Buy
1,977
+16
+0.8% +$1.74K 0.07% 67
2021
Q3 		$203K Buy
1,961
+14
+0.7% +$1.48K 0.07% 68
2021
Q2 		$204K Buy
1,947
+14
+0.7% +$1.47K 0.07% 66
2021
Q1 		$195K Buy
1,933
+13
+0.7% +$1.25K 0.08% 64
2020
Q4 		$176K Buy
1,920
+17
+0.9% +$1.48K 0.08% 64
2020
Q3 		$154K Sell
1,903
-18
-0.9% -$1.47K 0.09% 67
2020
Q2 		$151K Buy
1,921
+20
+1% +$1.55K 0.09% 64
2020
Q1 		$135K Sell
1,901
-1,221
-39% -$105K 0.11% 61
2019
Q4 		$293K Buy
+3,122
New +$283K 0.17% 51

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return