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 Q2	$2.3M	Sell	14,548 -62	-0.4%	-$9.69K	0.87%	37
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investmark Advisory Group's VYM Position: Q2 2026 in Review

Investmark Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.42% in Q2 2026, selling an estimated $9.69K and leaving 14,548 shares worth $2.3M. The position accounts for 0.87% of the portfolio, ranked #37.

Investmark Advisory Group first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Investmark Advisory Group held 14,548 shares of Vanguard High Dividend Yield ETF worth $2.3M as of Q2 2026.
Investmark Advisory Group sold 62 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.69K.
Vanguard High Dividend Yield ETF made up 0.87% of Investmark Advisory Group's portfolio in Q2 2026, its #37 holding.
Investmark Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.