Innovative Wealth Building’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Innovative Wealth Building’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 Q3	$327K	Sell	2,108 -1,687	-44%	-$274K	0.18%	59
2026 Q2	$600K	Buy	3,795 +242	+7%	+$37.8K	0.35%	43
2026 Q1	$526K	Buy	3,553 +1,486	+72%	+$223K	0.37%	41
2025 Q4	$297K	Buy	2,067 +6	+0.3%	+$853	0.22%	51
2025 Q3	$290K	Buy	2,061 +232	+13%	+$31.9K	0.23%	45
2025 Q2	$244K	Sell	1,829 -778	-30%	-$98.6K	0.2%	44
2025 Q1	$336K	Buy	2,607 +17	+0.7%	+$2.22K	0.31%	40
2024 Q4	$330K	Buy	+2,590	New	+$338K	0.3%	41

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Innovative Wealth Building's VYM Position: Q3 2026 in Review

Innovative Wealth Building reduced its Vanguard High Dividend Yield ETF (VYM) stake by 44% in Q3 2026, selling an estimated $274K and leaving 2,108 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #59.

Innovative Wealth Building first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $600K in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Innovative Wealth Building held 2,108 shares of Vanguard High Dividend Yield ETF worth $327K as of Q3 2026.
Innovative Wealth Building sold 1,687 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $274K.
Vanguard High Dividend Yield ETF made up 0.18% of Innovative Wealth Building's portfolio in Q3 2026, its #59 holding.
Innovative Wealth Building first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Vanguard High Dividend Yield ETF position peaked at $600K in Q2 2026.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.