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Keystone Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keystone Financial Planning’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 		– Sell
-2,159
Closed -$310K – 45
2025
Q4 		$310K Sell
2,159
-25
-1% -$3.56K 0.09% 41
2025
Q3 		$308K Hold
2,184
– – 0.09% 43
2025
Q2 		$291K Sell
2,184
-4,840
-69% -$613K 0.09% 43
2025
Q1 		$906K Sell
7,024
-14,865
-68% -$1.95M 0.27% 34
2024
Q4 		$2.79M Sell
21,889
-1,244
-5% -$162K 0.87% 24
2024
Q3 		$2.97M Sell
23,133
-1,865
-7% -$230K 0.9% 22
2024
Q2 		$2.96M Sell
24,998
-411
-2% -$48.7K 0.98% 23
2024
Q1 		$3.07M Sell
25,409
-1,534
-6% -$176K 1% 25
2023
Q4 		$3.01M Buy
26,943
+1,785
+7% +$188K 1% 25
2023
Q3 		$2.6M Sell
25,158
-166
-0.7% -$17.8K 0.91% 26
2023
Q2 		$2.69M Buy
25,324
+229
+0.9% +$24K 0.9% 27
2023
Q1 		$2.65M Sell
25,095
-478
-2% -$51.4K 0.9% 27
2022
Q4 		$2.77M Sell
25,573
-125
-0.5% -$13.3K 0.93% 28
2022
Q3 		$2.44M Buy
25,698
+272
+1% +$28.3K 0.94% 28
2022
Q2 		$2.59M Sell
25,426
-521
-2% -$56.5K 0.91% 31
2022
Q1 		$2.91M Sell
25,947
-688
-3% -$76.7K 0.97% 30
2021
Q4 		$2.99M Sell
26,635
-379
-1% -$41.2K 1.02% 30
2021
Q3 		$2.79M Sell
27,014
-1,865
-6% -$197K 1.02% 27
2021
Q2 		$3.03M Sell
28,879
-1,261
-4% -$132K 1.1% 24
2021
Q1 		$3.05M Sell
30,140
-57,041
-65% -$5.5M 1.14% 23
2020
Q4 		$7.98M Sell
87,181
-3,809
-4% -$331K 3.31% 10
2020
Q3 		$7.36M Sell
90,990
-10,226
-10% -$838K 3.56% 7
2020
Q2 		$7.97M Sell
101,216
-1,955
-2% -$152K 3.93% 3
2020
Q1 		$7.3M Sell
103,171
-1,402
-1% -$120K 4.18% 2
2019
Q4 		$9.8M Buy
104,573
+1,422
+1% +$129K 4.37% 2
2019
Q3 		$9.15M Sell
103,151
-126
-0.1% -$11K 4.37% 2
2019
Q2 		$9.02M Buy
103,277
+537
+0.5% +$46.4K 4.42% 1
2019
Q1 		$8.8M Buy
102,740
+3,664
+4% +$306K 4.34% 1
2018
Q4 		$7.73M Buy
99,076
+1,479
+2% +$123K 4.32% 3
2018
Q3 		$8.5M Buy
97,597
+821
+0.8% +$71K 4.34% 3
2018
Q2 		$8.04M Sell
96,776
-1,591
-2% -$133K 4.43% 2
2018
Q1 		$8.11M Sell
98,367
-577
-0.6% -$49.6K 4.52% 1
2017
Q4 		$8.47M Sell
98,944
-4,748
-5% -$397K 4.52% 1
2017
Q3 		$8.41M Buy
103,692
+9,183
+10% +$729K 4.77% 2
2017
Q2 		$7.39M Sell
94,509
-1,895
-2% -$148K 4.47% 2
2017
Q1 		$7.49M Sell
96,404
-2,469
-2% -$191K 4.65% 2
2016
Q4 		$7.49M Sell
98,873
-2,652
-3% -$195K 4.9% 1
2016
Q3 		$7.32M Buy
101,525
+1,989
+2% +$144K 4.81% 1
2016
Q2 		$7.11M Buy
99,536
+3,375
+4% +$236K 4.82% 1
2016
Q1 		$6.64M Buy
96,161
+11,835
+14% +$775K 4.75% 1
2015
Q4 		$5.63M Buy
84,326
+11,577
+16% +$777K 4.26% 2
2015
Q3 		$4.56M Buy
72,749
+12,195
+20% +$803K 3.68% 10
2015
Q2 		$4.08M Buy
60,554
+609
+1% +$42.3K 3.12% 19
2015
Q1 		$4.09M Buy
59,945
+5,761
+11% +$396K 3.11% 20
2014
Q4 		$3.73M Buy
54,184
+5,526
+11% +$375K 2.75% 22
2014
Q3 		$3.23M Buy
48,658
+1,403
+3% +$93.6K 2.44% 24
2014
Q2 		$3.13M Sell
47,255
-5,099
-10% -$330K 2.36% 24
2014
Q1 		$3.31M Buy
52,354
+11,105
+27% +$682K 2.56% 23
2013
Q4 		$2.57M Buy
+41,249
New +$2.49M 2.06% 25

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keystone Financial Planning's VYM Position: Q1 2026 in Review

Keystone Financial Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 2,159 shares — an estimated $310K sold.

Keystone Financial Planning first reported a position in VYM in Q4 2013 and held it in 49 quarters. The position peaked at $9.8M in Q4 2019. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Keystone Financial Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Planning sold 2,159 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $310K.
  • Keystone Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 49 quarters.
  • Keystone Financial Planning's Vanguard High Dividend Yield ETF position peaked at $9.8M in Q4 2019.
  • 2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Keystone Financial Planning's 13F filing for Q1 2026, filed 9 Apr 2026.