Inspirion Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Inspirion Wealth Advisors’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	$100M	Buy	631,801 +44,992	+8%	+$7.03M	11.46%	1
2026 Q1	$86.9M	Buy	586,809 +85,485	+17%	+$12.9M	10.83%	1
2025 Q4	$72M	Buy	501,324 +70,018	+16%	+$9.96M	8.81%	1
2025 Q3	$55.3M	Sell	431,306 -25,725	-6%	-$3.53M	7.74%	2
2025 Q2	$60.9M	Sell	457,031 -15	-0%	-$1.9K	8.06%	2
2025 Q1	$58.9M	Buy	457,046 +3,546	+0.8%	+$464K	8.19%	2
2024 Q4	$57.9M	Buy	453,500 +22,194	+5%	+$2.89M	8.09%	2
2024 Q3	$55.3M	Buy	431,306 +14,206	+3%	+$1.75M	7.73%	2
2024 Q2	$49.5M	Buy	417,100 +16,634	+4%	+$1.97M	7.57%	2
2024 Q1	$48.5M	Buy	400,466 +16,136	+4%	+$1.85M	8.01%	2
2023 Q4	$43.2M	Buy	384,330 +3,598	+0.9%	+$378K	7.78%	2
2023 Q3	$39.3M	Buy	380,732 +9,844	+3%	+$1.06M	7.67%	2
2023 Q2	$39.3M	Buy	370,888 +7,451	+2%	+$782K	7.54%	2
2023 Q1	$38.3M	Buy	363,437 +9,805	+3%	+$1.05M	7.69%	2
2022 Q4	$38.3M	Sell	353,632 -977	-0.3%	-$104K	8.11%	2
2022 Q3	$33.6M	Buy	354,609 +4,405	+1%	+$458K	7.59%	1
2022 Q2	$35.6M	Buy	350,204 +20,623	+6%	+$2.23M	7.82%	2
2022 Q1	$37M	Buy	329,581 +13,428	+4%	+$1.5M	7.57%	2
2021 Q4	$35.4M	Buy	316,153 +14,812	+5%	+$1.61M	7.47%	2
2021 Q3	$31.1M	Buy	301,341 +21,820	+8%	+$2.31M	7.16%	4
2021 Q2	$29.3M	Buy	279,521 +17,255	+7%	+$1.81M	7.22%	5
2021 Q1	$26.5M	Buy	262,266 +16,966	+7%	+$1.64M	7.03%	5
2020 Q4	$22.4M	Buy	245,300 +13,899	+6%	+$1.21M	6.32%	9
2020 Q3	$18.7M	Buy	231,401 +31,075	+16%	+$2.55M	6.44%	6
2020 Q2	$15.8M	Buy	200,326 +3,236	+2%	+$252K	6.2%	8
2020 Q1	$13.9M	Buy	197,090 +16,153	+9%	+$1.39M	6.88%	5
2019 Q4	$17M	Sell	180,937 -1,722	-0.9%	-$156K	5.72%	6
2019 Q3	$16.2M	Sell	182,659 -6,193	-3%	-$542K	7.1%	4
2019 Q2	$16.5M	Buy	188,852 +3,166	+2%	+$274K	7.13%	4
2019 Q1	$15.9M	Sell	185,686 -2,214	-1%	-$185K	7.04%	4
2018 Q4	$14.7M	Sell	187,900 -1,172	-0.6%	-$97.8K	7.32%	5
2018 Q3	$16.5M	Sell	189,072 -5,848	-3%	-$506K	6.98%	5
2018 Q2	$16.2M	Buy	194,920 +1,732	+0.9%	+$145K	7.63%	5
2018 Q1	$15.9M	Sell	193,188 -262,112	-58%	-$22.5M	7.79%	5
2017 Q4	$39M	Sell	455,300 -1,338	-0.3%	-$112K	18.93%	1
2017 Q3	$37M	Buy	456,638 +12,316	+3%	+$977K	18.77%	1
2017 Q2	$34.7M	Buy	444,322 +13,371	+3%	+$1.04M	18.85%	1
2017 Q1	$33.5M	Buy	430,951 +20,445	+5%	+$1.58M	18.93%	1
2016 Q4	$31.1M	Buy	410,506 +6,847	+2%	+$502K	19.73%	1
2016 Q3	$29.1M	Sell	403,659 -26,013	-6%	-$1.89M	18.89%	1
2016 Q2	$30.7M	Buy	429,672 +19,844	+5%	+$1.39M	20.07%	1
2016 Q1	$28.3M	Sell	409,828 -379	-0.1%	-$24.8K	19.83%	1
2015 Q4	$27.4M	Sell	410,207 -6,956	-2%	-$467K	20.09%	1
2015 Q3	$26.1M	Buy	417,163 +23,524	+6%	+$1.55M	20.64%	1
2015 Q2	$26.5M	Buy	393,639 +28,072	+8%	+$1.95M	19.6%	1
2015 Q1	$25M	Buy	365,567 +93,220	+34%	+$6.41M	20.1%	1
2014 Q4	$18.7M	Buy	+272,347	New	+$18.5M	17.36%	1

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return