Investmark Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Investmark Advisory Group’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	$2.16M	Sell	14,610 -49	-0.3%	-$7.37K	0.93%	35
2025 Q4	$2.1M	Buy	14,659 +18	+0.1%	+$2.56K	0.9%	36
2025 Q3	$2.06M	Sell	14,641 -955	-6%	-$131K	0.9%	35
2025 Q2	$2.08M	Sell	15,596 -2	-0%	-$253	0.97%	33
2025 Q1	$2.01M	Sell	15,598 -566	-4%	-$74.1K	0.99%	31
2024 Q4	$2.06M	Sell	16,164 -176	-1%	-$22.9K	1.01%	30
2024 Q3	$2.09M	Sell	16,340 -235	-1%	-$29K	1.02%	32
2024 Q2	$1.97M	Sell	16,575 -1,266	-7%	-$150K	1.05%	31
2024 Q1	$2.16M	Sell	17,841 -600	-3%	-$68.7K	1.18%	27
2023 Q4	$2.06M	Sell	18,441 -412	-2%	-$43.3K	1.21%	27
2023 Q3	$1.95M	Sell	18,853 -578	-3%	-$62K	1.32%	24
2023 Q2	$2.06M	Sell	19,431 -1,424	-7%	-$149K	1.37%	23
2023 Q1	$2.2M	Buy	20,855 +1,158	+6%	+$125K	1.62%	21
2022 Q4	$2.13M	Sell	19,697 -842	-4%	-$89.6K	1.58%	20
2022 Q3	$1.95M	Buy	+20,539	New	+$2.14M	1.75%	18

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investmark Advisory Group's VYM Position: Q1 2026 in Review

Investmark Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q1 2026, selling an estimated $7.37K and leaving 14,610 shares worth $2.16M. The position accounts for 0.93% of the portfolio, ranked #35.

Investmark Advisory Group first reported a position in VYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q1 2023. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Investmark Advisory Group held 14,610 shares of Vanguard High Dividend Yield ETF worth $2.16M as of Q1 2026.
Investmark Advisory Group sold 49 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.37K.
Vanguard High Dividend Yield ETF made up 0.93% of Investmark Advisory Group's portfolio in Q1 2026, its #35 holding.
Investmark Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 15 quarters since.
Investmark Advisory Group's Vanguard High Dividend Yield ETF position peaked at $2.2M in Q1 2023.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.