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Keystone Financial Group (Georgia)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-476
Closed -$64.1K – 151
2025
Q2 		$64.1K Buy
476
+1
+0.2% +$127 0.04% 84
2025
Q1 		$59.2K Sell
475
-6
-1% -$785 0.04% 86
2024
Q4 		$61.4K Buy
+481
New +$62.7K 0.05% 90

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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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VYM Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 476 shares — an estimated $64.1K sold.

Keystone Financial Group (Georgia) first reported a position in VYM in Q4 2024 and held it in 3 quarters. The position peaked at $64.1K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 476 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $64.1K.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s Vanguard High Dividend Yield ETF position peaked at $64.1K in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.