Laurel Wealth Advisors (North Carolina)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-1,176	Closed	-$169K	–	658
2025 Q4	$169K	Buy	+1,176	New	+$167K	0.02%	200
2025 Q2	–	Sell	-76	Closed	-$9.8K	–	669
2025 Q1	$9.8K	Hold	76	–	–	﹤0.01%	478
2024 Q4	$9.7K	Hold	76	–	–	﹤0.01%	492
2024 Q3	$9.74K	Hold	76	–	–	﹤0.01%	465
2024 Q2	$9.01K	Hold	76	–	–	﹤0.01%	437
2024 Q1	$9.2K	Hold	76	–	–	﹤0.01%	444
2023 Q4	$8.48K	Hold	76	–	–	﹤0.01%	411
2023 Q3	$7.85K	Hold	76	–	–	﹤0.01%	423
2023 Q2	$8.06K	Hold	76	–	–	﹤0.01%	422
2023 Q1	$8.02K	Hold	76	–	–	﹤0.01%	420
2022 Q4	$8.22K	Hold	76	–	–	﹤0.01%	397
2022 Q3	$7K	Buy	+76	New	+$7.9K	﹤0.01%	407

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

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

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

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

Laurel Wealth Advisors (North Carolina)'s VYM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,176 shares — an estimated $169K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VYM in Q3 2022 and held it in 12 quarters. The position peaked at $169K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,176 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $169K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard High Dividend Yield ETF position peaked at $169K in Q4 2025.
2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.