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

Golden State 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 Q1	$475K	Sell	3,206 -841	-21%	-$126K	0.05%	253
2025 Q4	$581K	Sell	4,047 -254	-6%	-$36.1K	0.06%	223
2025 Q3	$606K	Buy	4,301 +30	+0.7%	+$4.12K	0.07%	217
2025 Q2	$569K	Buy	4,271 +139	+3%	+$17.6K	0.07%	208
2025 Q1	$533K	Sell	4,132 -353	-8%	-$46.2K	0.08%	194
2024 Q4	$572K	Buy	+4,485	New	+$585K	0.09%	179
2020 Q4	–	Sell	-1,137	Closed	-$92K	–	422
2020 Q3	$92K	Buy	+1,137	New	+$93.1K	0.03%	267
2020 Q2	–	Sell	-1,120	Closed	-$79K	–	908
2020 Q1	$79K	Buy	+1,120	New	+$96.2K	0.03%	287
2019 Q4	–	Sell	-1,531	Closed	-$136K	–	946
2019 Q3	$136K	Buy	1,531 +8	+0.5%	+$700	0.04%	266
2019 Q2	$133K	Sell	1,523 -5,697	-79%	-$493K	0.04%	290
2019 Q1	$618K	Buy	+7,220	New	+$603K	0.21%	101

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

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

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

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

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

Golden State Wealth Management's VYM Position: Q1 2026 in Review

Golden State Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q1 2026, selling an estimated $126K and leaving 3,206 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #253.

Golden State Wealth Management first reported a position in VYM in Q1 2019 and has held it in 11 quarters since. The position peaked at $618K in Q1 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Golden State Wealth Management held 3,206 shares of Vanguard High Dividend Yield ETF worth $475K as of Q1 2026.
Golden State Wealth Management sold 841 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $126K.
Vanguard High Dividend Yield ETF made up 0.05% of Golden State Wealth Management's portfolio in Q1 2026, its #253 holding.
Golden State Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard High Dividend Yield ETF position peaked at $618K in Q1 2019.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.