IMA Advisory Services’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
2025
Q2
Sell
-157
Closed -$20.2K 566
2025
Q1
$20.2K Buy
+157
New +$20.6K ﹤0.01% 280

Other funds holding VYM

IMA Advisory Services's VYM Position: Q2 2025 in Review

IMA Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 157 shares — an estimated $20.2K sold.

IMA Advisory Services first reported a position in VYM in Q1 2025 and held it in 1 quarter. The position peaked at $20.2K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • IMA Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • IMA Advisory Services sold 157 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $20.2K.
  • IMA Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and held it in 1 quarter.
  • IMA Advisory Services's Vanguard High Dividend Yield ETF position peaked at $20.2K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on IMA Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.