HHM Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$716K Hold
4,529
0.07% 101
2026
Q1
$671K Buy
4,529
+60
+1% +$9.02K 0.08% 98
2025
Q4
$641K Sell
4,469
-1,379
-24% -$196K 0.08% 98
2025
Q3
$824K Hold
5,848
0.1% 78
2025
Q2
$780K Buy
5,848
+6
+0.1% +$760 0.09% 78
2025
Q1
$753K Buy
5,842
+6
+0.1% +$785 0.1% 76
2024
Q4
$745K Hold
5,836
0.1% 77
2024
Q3
$748K Hold
5,836
0.11% 70
2024
Q2
$692K Sell
5,836
-435
-7% -$51.6K 0.1% 73
2024
Q1
$759K Hold
6,271
0.12% 61
2023
Q4
$700K Hold
6,271
0.12% 61
2023
Q3
$648K Hold
6,271
0.13% 61
2023
Q2
$665K Sell
6,271
-197
-3% -$20.7K 0.12% 60
2023
Q1
$682K Buy
6,468
+19
+0.3% +$2.04K 0.14% 58
2022
Q4
$698K Buy
6,449
+178
+3% +$18.9K 0.16% 51
2022
Q3
$595K Sell
6,271
-2,150
-26% -$224K 0.16% 45
2022
Q2
$856K Buy
8,421
+1,400
+20% +$152K 0.22% 38
2022
Q1
$788K Buy
7,021
+2,129
+44% +$237K 0.18% 47
2021
Q4
$548K Hold
4,892
0.13% 65
2021
Q3
$506K Sell
4,892
-213
-4% -$22.5K 0.14% 65
2021
Q2
$535K Sell
5,105
-24
-0.5% -$2.52K 0.15% 66
2021
Q1
$518K Sell
5,129
-255
-5% -$24.6K 0.16% 58
2020
Q4
$493K Hold
5,384
0.17% 52
2020
Q3
$436K Hold
5,384
0.17% 47
2020
Q2
$424K Sell
5,384
-1,750
-25% -$136K 0.18% 44
2020
Q1
$505K Buy
7,134
+1,342
+23% +$115K 0.25% 35
2019
Q4
$543K Buy
5,792
+750
+15% +$68K 0.26% 36
2019
Q3
$447K Hold
5,042
0.25% 41
2019
Q2
$441K Buy
+5,042
New +$436K 0.26% 40

Other funds holding VYM

HHM Wealth Advisors's VYM Position: Q2 2026 in Review

HHM Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,529 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #101.

HHM Wealth Advisors first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $856K in Q2 2022. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HHM Wealth Advisors held 4,529 shares of Vanguard High Dividend Yield ETF worth $716K as of Q2 2026.
  • HHM Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.07% of HHM Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • HHM Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
  • HHM Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $856K in Q2 2022.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.