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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leo H. Evart Inc's VYM Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 3,003 shares worth $445K. The stake represents 0.38% of the portfolio and ranks #37 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VYM as recently as Q2 2023.

Leo H. Evart Inc first reported a position in VYM in Q4 2021 and has held it in 7 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Leo H. Evart Inc held 3,003 shares of Vanguard High Dividend Yield ETF worth $445K as of Q1 2026.
Vanguard High Dividend Yield ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.38% of Leo H. Evart Inc's portfolio in Q1 2026, its #37 holding.
Leo H. Evart Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 7 quarters since.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.