Leo H. Evart Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leo H. Evart Inc’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 Q2	$521K	Buy	3,295 +292	+10%	+$45.6K	0.41%	34
2026 Q1	$445K	Buy	+3,003	New	+$452K	0.38%	37
2023 Q3	–	Sell	-2,100	Closed	-$223K	–	35
2023 Q2	$223K	Buy	2,100 +1	+0%	+$105	0.31%	34
2023 Q1	$221K	Buy	2,099 +1	+0%	+$108	0.32%	33
2022 Q4	$227K	Buy	+2,098	New	+$223K	0.34%	32
2022 Q3	–	Sell	-2,063	Closed	-$210K	–	38
2022 Q2	$210K	Buy	2,063 +17	+0.8%	+$1.84K	0.26%	38
2022 Q1	$230K	Buy	2,046 +146	+8%	+$16.3K	0.24%	38
2021 Q4	$213K	Buy	+1,900	New	+$207K	0.21%	42

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

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

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

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

Leo H. Evart Inc's VYM Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.7% in Q2 2026, buying an estimated $45.6K and bringing the position to 3,295 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #34.

Leo H. Evart Inc first reported a position in VYM in Q4 2021 and has held it in 8 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Leo H. Evart Inc held 3,295 shares of Vanguard High Dividend Yield ETF worth $521K as of Q2 2026.
Leo H. Evart Inc bought 292 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $45.6K.
Vanguard High Dividend Yield ETF made up 0.41% of Leo H. Evart Inc's portfolio in Q2 2026, its #34 holding.
Leo H. Evart Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 8 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.