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 Q2	$390K	Sell	2,469 -737	-23%	-$115K	0.04%	318
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	–	936
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 $1.55T 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 22.9% 1-Year Est. Return

Golden State Wealth Management's VYM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q2 2026, selling an estimated $115K and leaving 2,469 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #318.

Golden State Wealth Management first reported a position in VYM in Q1 2019 and has held it in 12 quarters since. The position peaked at $618K in Q1 2019. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Golden State Wealth Management held 2,469 shares of Vanguard High Dividend Yield ETF worth $390K as of Q2 2026.
Golden State Wealth Management sold 737 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $115K.
Vanguard High Dividend Yield ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #318 holding.
Golden State Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Vanguard High Dividend Yield ETF position peaked at $618K in Q1 2019.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.