Gradient Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gradient Investments’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	$256K	Sell	1,622 -2,214	-58%	-$346K	﹤0.01%	424
2026 Q1	$568K	Buy	3,836 +2,271	+145%	+$341K	0.01%	343
2025 Q4	$225K	Sell	1,565 -1,163	-43%	-$165K	﹤0.01%	337
2025 Q3	$385K	Buy	+2,728	New	+$375K	0.01%	318
2024 Q3	–	Sell	-1,051	Closed	-$125K	–	1283
2024 Q2	$125K	Buy	1,051 +169	+19%	+$20K	﹤0.01%	370
2024 Q1	$107K	Sell	882 -765	-46%	-$87.6K	﹤0.01%	353
2023 Q4	$184K	Sell	1,647 -80	-5%	-$8.41K	﹤0.01%	349
2023 Q3	$178K	Sell	1,727 -329	-16%	-$35.3K	﹤0.01%	329
2023 Q2	$218K	Sell	2,056 -201	-9%	-$21.1K	0.01%	314
2023 Q1	$238K	Buy	2,257 +480	+27%	+$51.6K	0.01%	281
2022 Q4	$192K	Sell	1,777 -292	-14%	-$31.1K	0.01%	298
2022 Q3	$196K	Buy	2,069 +1,094	+112%	+$114K	0.01%	286
2022 Q2	$99K	Buy	975 +475	+95%	+$51.5K	﹤0.01%	376
2022 Q1	$56K	Sell	500 -77	-13%	-$8.59K	﹤0.01%	459
2021 Q4	$65K	Buy	577 +77	+15%	+$8.38K	﹤0.01%	436
2021 Q3	$52K	Hold	500	–	–	﹤0.01%	475
2021 Q2	$52K	Sell	500 -40	-7%	-$4.2K	﹤0.01%	466
2021 Q1	$55K	Hold	540	–	–	﹤0.01%	451
2020 Q4	$44K	Hold	540	–	–	﹤0.01%	425
2020 Q3	$44K	Hold	540	–	–	﹤0.01%	428
2020 Q2	$43K	Buy	540 +499	+1,217%	+$38.8K	﹤0.01%	407
2020 Q1	$3K	Sell	41 -549	-93%	-$47.2K	﹤0.01%	881
2019 Q4	$55K	Buy	590 +532	+917%	+$48.2K	﹤0.01%	382
2019 Q3	$5K	Buy	58 +17	+41%	+$1.49K	﹤0.01%	809
2019 Q2	$4K	Hold	41	–	–	﹤0.01%	811
2019 Q1	$4K	Sell	41 -193	-82%	-$16.1K	﹤0.01%	685
2018 Q4	$18K	Buy	234 +193	+471%	+$16.1K	﹤0.01%	472
2018 Q3	$4K	Sell	41 -22	-35%	-$1.9K	﹤0.01%	779
2018 Q2	$5K	Buy	63 +22	+54%	+$1.84K	﹤0.01%	733
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	796
2017 Q4	$4K	Buy	+41	New	+$3.43K	﹤0.01%	732
2017 Q3	–	Sell	-40	Closed	-$3K	–	713
2017 Q2	$3K	Sell	40 -638	-94%	-$49.7K	﹤0.01%	663
2017 Q1	$53K	Buy	678 +421	+164%	+$32.5K	﹤0.01%	307
2016 Q4	$19K	Buy	257 +134	+109%	+$9.83K	﹤0.01%	362
2016 Q3	$9K	Sell	123 -545	-82%	-$39.6K	﹤0.01%	472
2016 Q2	$48K	Buy	668 +278	+71%	+$19.4K	0.01%	264
2016 Q1	$27K	Buy	390 +350	+875%	+$22.9K	﹤0.01%	317
2015 Q4	$3K	Hold	40	–	–	﹤0.01%	561
2015 Q3	$3K	Hold	40	–	–	﹤0.01%	500
2015 Q2	$3K	Buy	+40	New	+$2.78K	﹤0.01%	506
2015 Q1	–	Sell	-20	Closed	-$1K	–	702
2014 Q4	$1K	Sell	20 -21	-51%	-$1.43K	﹤0.01%	545
2014 Q3	$3K	Sell	41 -390	-90%	-$26K	﹤0.01%	398
2014 Q2	$29K	Buy	431 +36	+9%	+$2.33K	0.01%	258
2014 Q1	$25K	Hold	395	–	–	0.01%	261
2013 Q4	$25K	Hold	395	–	–	0.01%	279
2013 Q3	$23K	Sell	395 -281	-42%	-$16.3K	0.01%	222
2013 Q2	$38K	Buy	+676	New	+$38.2K	0.01%	190

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 $874M AUM 16.23% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gradient Investments's VYM Position: Q2 2026 in Review

Gradient Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 58% in Q2 2026, selling an estimated $346K and leaving 1,622 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Gradient Investments first reported a position in VYM in Q2 2013 and has held it in 47 quarters since. The position peaked at $568K in Q1 2026. 419 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Gradient Investments held 1,622 shares of Vanguard High Dividend Yield ETF worth $256K as of Q2 2026.
Gradient Investments sold 2,214 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $346K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #424 holding.
Gradient Investments first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 47 quarters since.
Gradient Investments's Vanguard High Dividend Yield ETF position peaked at $568K in Q1 2026.
419 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.