IAG Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

IAG Wealth Partners’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	$69.8K	Hold	442	–	–	0.01%	190
2026 Q1	$65.5K	Buy	442 +103	+30%	+$15.5K	0.01%	192
2025 Q4	$48.7K	Buy	339 +29	+9%	+$4.13K	0.01%	210
2025 Q3	$43.7K	Sell	310 -75	-19%	-$10.3K	0.01%	225
2025 Q2	$51.3K	Hold	385	–	–	0.01%	197
2025 Q1	$49.6K	Hold	385	–	–	0.01%	198
2024 Q4	$49.1K	Sell	385 -140	-27%	-$18.3K	0.01%	192
2024 Q3	$67.3K	Hold	525	–	–	0.01%	163
2024 Q2	$62.3K	Hold	525	–	–	0.01%	159
2024 Q1	$63.5K	Sell	525 -90	-15%	-$10.3K	0.01%	147
2023 Q4	$68.7K	Hold	615	–	–	0.02%	133
2023 Q3	$63.5K	Hold	615	–	–	0.02%	130
2023 Q2	$65.2K	Hold	615	–	–	0.02%	141
2023 Q1	$64.9K	Hold	615	–	–	0.02%	124
2022 Q4	$66.5K	Buy	+615	New	+$65.4K	0.02%	121
2021 Q3	–	Sell	-100	Closed	-$11K	–	399
2021 Q2	$11K	Hold	100	–	–	﹤0.01%	257
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	258
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	245
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	239
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	258
2020 Q1	$8K	Hold	100	–	–	0.01%	239
2019 Q4	$10K	Buy	+100	New	+$9.07K	0.01%	262

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 22.96% 1-Year Est. Return

IAG Wealth Partners's VYM Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 442 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #190.

IAG Wealth Partners first reported a position in VYM in Q4 2019 and has held it in 22 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

IAG Wealth Partners held 442 shares of Vanguard High Dividend Yield ETF worth $69.8K as of Q2 2026.
IAG Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #190 holding.
IAG Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 22 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.