IBEX 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
Q1 | $1.57M | Sell |
10,624
-1,331
| -11% | -$200K | 0.15% | 87 |
|
|
2025
Q4 | $1.72M | Sell |
11,955
-778
| -6% | -$111K | 0.17% | 89 |
|
|
2025
Q3 | $1.79M | Buy |
12,733
+69
| +0.5% | +$9.48K | 0.17% | 91 |
|
|
2025
Q2 | $1.69M | Sell |
12,664
-1,983
| -14% | -$251K | 0.18% | 85 |
|
|
2025
Q1 | $1.89M | Sell |
14,647
-991
| -6% | -$130K | 0.25% | 78 |
|
|
2024
Q4 | $2M | Buy |
+15,638
| New | +$2.04M | 0.24% | 81 |
|
|
2023
Q1 | – | Sell |
-21,303
| Closed | -$2.31M | – | 182 |
|
|
2022
Q4 | $2.31M | Buy |
21,303
+1,091
| +5% | +$116K | 0.52% | 61 |
|
|
2022
Q3 | $1.92M | Sell |
20,212
-6
| -0% | -$624 | 0.5% | 69 |
|
|
2022
Q2 | $2.06M | Sell |
20,218
-6,947
| -26% | -$753K | 0.47% | 75 |
|
|
2022
Q1 | $3.05M | Sell |
27,165
-453
| -2% | -$50.5K | 0.58% | 63 |
|
|
2021
Q4 | $3.1M | Sell |
27,618
-415
| -1% | -$45.2K | 0.55% | 71 |
|
|
2021
Q3 | $2.9M | Buy |
28,033
+1,103
| +4% | +$117K | 0.56% | 75 |
|
|
2021
Q2 | $2.82M | Buy |
26,930
+5,064
| +23% | +$532K | 0.56% | 72 |
|
|
2021
Q1 | $2.21M | Buy |
21,866
+3,692
| +20% | +$356K | 0.55% | 70 |
|
|
2020
Q4 | $1.66M | Sell |
18,174
-16,804
| -48% | -$1.46M | 0.43% | 76 |
|
|
2020
Q3 | $2.83M | Buy |
34,978
+1,148
| +3% | +$94K | 0.82% | 54 |
|
|
2020
Q2 | $2.67M | Buy |
33,830
+122
| +0.4% | +$9.48K | 0.86% | 52 |
|
|
2020
Q1 | $2.38M | Sell |
33,708
-1,775
| -5% | -$153K | 0.93% | 48 |
|
|
2019
Q4 | $3.33M | Buy |
35,483
+1,050
| +3% | +$95.2K | 1.02% | 39 |
|
|
2019
Q3 | $3.06M | Buy |
34,433
+690
| +2% | +$60.4K | 1.01% | 38 |
|
|
2019
Q2 | $2.95M | Buy |
33,743
+4,202
| +14% | +$363K | 0.85% | 41 |
|
|
2019
Q1 | $2.53M | Buy |
29,541
+936
| +3% | +$78.2K | 0.89% | 45 |
|
|
2018
Q4 | $2.23M | Buy |
28,605
+9,841
| +52% | +$821K | 1.02% | 34 |
|
|
2018
Q3 | $1.64M | Sell |
18,764
-228
| -1% | -$19.7K | 0.59% | 65 |
|
|
2018
Q2 | $1.53M | Hold |
18,992
| – | – | 0.61% | 65 |
|
|
2018
Q1 | $1.53M | Buy |
+18,992
| New | +$1.63M | 0.62% | 65 |
|
|
2017
Q4 | – | Sell |
-18,159
| Closed | -$1.49M | – | 144 |
|
|
2017
Q3 | $1.49M | Buy |
18,159
+68
| +0.4% | +$5.4K | 0.55% | 66 |
|
|
2017
Q2 | $1.41M | Buy |
+18,091
| New | +$1.41M | 0.56% | 66 |
|
|
2017
Q1 | – | Sell |
-17,085
| Closed | -$1.29M | – | 393 |
|
|
2016
Q4 | $1.29M | Buy |
17,085
+230
| +1% | +$16.9K | 0.62% | 57 |
|
|
2016
Q3 | $1.22M | Buy |
+16,855
| New | +$1.22M | 0.67% | 53 |
|
Other funds holding VYM
IBEX Wealth Advisors's VYM Position: Q1 2026 in Review
IBEX Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q1 2026, selling an estimated $200K and leaving 10,624 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #87.
IBEX Wealth Advisors first reported a position in VYM in Q3 2016 and has held it in 30 quarters since. The position peaked at $3.33M in Q4 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- IBEX Wealth Advisors held 10,624 shares of Vanguard High Dividend Yield ETF worth $1.57M as of Q1 2026.
- IBEX Wealth Advisors sold 1,331 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $200K.
- Vanguard High Dividend Yield ETF made up 0.15% of IBEX Wealth Advisors's portfolio in Q1 2026, its #87 holding.
- IBEX Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and has held it in 30 quarters since.
- IBEX Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $3.33M in Q4 2019.
- 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.