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Keystone Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keystone Wealth Services’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 		$647K Sell
4,370
-1
-0% -$150 0.14% 163
2025
Q4 		$627K Sell
4,371
-231
-5% -$32.9K 0.13% 125
2025
Q3 		$649K Sell
4,602
-59
-1% -$8.11K 0.14% 153
2025
Q2 		$621K Sell
4,661
-911
-16% -$115K 0.15% 154
2025
Q1 		$719K Sell
5,572
-197
-3% -$25.8K 0.19% 116
2024
Q4 		$736K Sell
5,769
-242
-4% -$31.6K 0.19% 112
2024
Q3 		$771K Buy
6,011
+919
+18% +$113K 0.21% 105
2024
Q2 		$604K Sell
5,092
-179
-3% -$21.2K 0.19% 117
2024
Q1 		$638K Sell
5,271
-1,262
-19% -$145K 0.21% 109
2023
Q4 		$729K Sell
6,533
-100
-2% -$10.5K 0.25% 90
2023
Q3 		$685K Buy
6,633
+72
+1% +$7.72K 0.26% 89
2023
Q2 		$696K Buy
6,561
+546
+9% +$57.3K 0.26% 89
2023
Q1 		$635K Buy
6,015
+725
+14% +$78K 0.26% 89
2022
Q4 		$572K Buy
+5,290
New +$563K 0.25% 92

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 $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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Wealth Services's VYM Position: Q1 2026 in Review

Keystone Wealth Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.02% in Q1 2026, selling an estimated $150 and leaving 4,370 shares worth $647K. The position accounts for 0.14% of the portfolio, ranked #163.

Keystone Wealth Services first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $771K in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Keystone Wealth Services held 4,370 shares of Vanguard High Dividend Yield ETF worth $647K as of Q1 2026.
  • Keystone Wealth Services sold 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
  • Vanguard High Dividend Yield ETF made up 0.14% of Keystone Wealth Services's portfolio in Q1 2026, its #163 holding.
  • Keystone Wealth Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • Keystone Wealth Services's Vanguard High Dividend Yield ETF position peaked at $771K in Q3 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.