Lake Street Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$307K Buy
2,076
+4
+0.2% +$601 0.04% 211
2025
Q4
$297K Sell
2,072
-26
-1% -$3.7K 0.04% 222
2025
Q3
$296K Buy
2,098
+39
+2% +$5.36K 0.04% 218
2025
Q2
$275K Buy
2,059
+3
+0.1% +$380 0.04% 216
2025
Q1
$265K Buy
2,056
+1
+0% +$131 0.04% 209
2024
Q4
$262K Buy
2,055
+55
+3% +$7.17K 0.04% 207
2024
Q3
$256K Buy
2,000
+4
+0.2% +$494 0.04% 221
2024
Q2
$237K Buy
1,996
+5
+0.3% +$593 0.03% 289
2024
Q1
$241K Sell
1,991
-7
-0.4% -$802 0.03% 284
2023
Q4
$223K Sell
1,998
-6
-0.3% -$630 0.04% 283
2023
Q3
$208K Buy
2,004
+116
+6% +$12.4K 0.04% 262
2023
Q2
$200K Sell
1,888
-106
-5% -$11.1K 0.04% 273
2023
Q1
$210K Buy
1,994
+4
+0.2% +$430 0.04% 263
2022
Q4
$215K Buy
+1,990
New +$212K 0.04% 257
2022
Q3
Sell
-1,983
Closed -$202K 310
2022
Q2
$202K Buy
+1,983
New +$215K 0.04% 279

Other funds holding VYM

Lake Street Private Wealth's VYM Position: Q1 2026 in Review

Lake Street Private Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.19% in Q1 2026, buying an estimated $601 and bringing the position to 2,076 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #211.

Lake Street Private Wealth first reported a position in VYM in Q2 2022 and has held it in 15 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Lake Street Private Wealth held 2,076 shares of Vanguard High Dividend Yield ETF worth $307K as of Q1 2026.
  • Lake Street Private Wealth bought 4 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $601.
  • Vanguard High Dividend Yield ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q1 2026, its #211 holding.
  • Lake Street Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 15 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.