IWS
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Integrity Wealth Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Integrity Wealth Solutions’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
Q1 		$4.12M Sell
27,831
-246
-0.9% -$37K 1.62% 20
2025
Q4 		$4.03M Buy
28,077
+1,590
+6% +$226K 1.59% 20
2025
Q3 		$3.73M Buy
26,487
+1,693
+7% +$233K 1.66% 19
2025
Q2 		$3.31M Buy
24,794
+4,808
+24% +$609K 1.61% 20
2025
Q1 		$2.58M Buy
19,986
+492
+3% +$64.4K 1.4% 23
2024
Q4 		$2.49M Sell
19,494
-2,117
-10% -$276K 1.39% 24
2024
Q3 		$2.77M Buy
21,611
+1,524
+8% +$188K 1.62% 22
2024
Q2 		$2.38M Sell
20,087
-376
-2% -$44.6K 1.55% 23
2024
Q1 		$2.48M Sell
20,463
-389
-2% -$44.6K 1.62% 21
2023
Q4 		$2.33M Buy
+20,852
New +$2.19M 1.61% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return