Insight Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Insight Wealth Strategies’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	$380K	Sell	2,450 -151	-6%	-$24.5K	0.04%	140
2026 Q2	$412K	Sell	2,601 -435	-14%	-$68K	0.04%	134
2026 Q1	$450K	Sell	3,036 -87,567	-97%	-$13.2M	0.05%	133
2025 Q4	$13M	Buy	90,603 +811	+0.9%	+$115K	1.49%	20
2025 Q3	$12.7M	Sell	89,792 -144	-0.2%	-$19.8K	1.49%	16
2025 Q2	$12.1M	Sell	89,936 -1,203	-1%	-$152K	1.53%	18
2025 Q1	$11.8M	Sell	91,139 -5,374	-6%	-$704K	1.58%	16
2024 Q4	$12.3M	Buy	96,513 +2,284	+2%	+$298K	1.65%	15
2024 Q3	$12.1M	Buy	+94,229	New	+$11.6M	1.59%	17

Other funds holding VYM

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Insight Wealth Strategies's VYM Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.8% in Q3 2026, selling an estimated $24.5K and leaving 2,450 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #140.

Insight Wealth Strategies first reported a position in VYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $13M in Q4 2025. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Insight Wealth Strategies held 2,450 shares of Vanguard High Dividend Yield ETF worth $380K as of Q3 2026.
Insight Wealth Strategies sold 151 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $24.5K.
Vanguard High Dividend Yield ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #140 holding.
Insight Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 9 quarters since.
Insight Wealth Strategies's Vanguard High Dividend Yield ETF position peaked at $13M in Q4 2025.
121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.