Greenwood Gearhart’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Greenwood Gearhart’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
2025 Q1	–	Sell	-5,253	Closed	-$670K	–	128
2024 Q4	$670K	Buy	+5,253	New	+$685K	0.05%	79
2023 Q1	–	Sell	-82,919	Closed	-$8.97M	–	99
2022 Q4	$8.97M	Buy	82,919 +3,440	+4%	+$366K	1.27%	37
2022 Q3	$7.54M	Buy	79,479 +2,278	+3%	+$237K	1.2%	40
2022 Q2	$7.85M	Buy	77,201 +1,379	+2%	+$149K	1.25%	39
2022 Q1	$8.51M	Sell	75,822 -18,609	-20%	-$2.08M	1.17%	43
2021 Q4	$10.6M	Sell	94,431 -1,024	-1%	-$111K	1.46%	32
2021 Q3	$9.87M	Buy	95,455 +22,842	+31%	+$2.41M	1.53%	29
2021 Q2	$7.61M	Buy	+72,613	New	+$7.62M	1.23%	39

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Greenwood Gearhart's VYM Position: Q1 2025 in Review

Greenwood Gearhart sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 5,253 shares — an estimated $670K sold.

Greenwood Gearhart first reported a position in VYM in Q2 2021 and held it in 8 quarters. The position peaked at $10.6M in Q4 2021. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Greenwood Gearhart reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 5,253 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $670K.
Greenwood Gearhart first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 8 quarters.
Greenwood Gearhart's Vanguard High Dividend Yield ETF position peaked at $10.6M in Q4 2021.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.