LGT Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LGT Financial Advisors’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	$183K	Sell	1,233 -81	-6%	-$12.2K	0.94%	14
2025 Q4	$189K	Sell	1,314 -13	-1%	-$1.85K	1.16%	13
2025 Q3	$187K	Sell	1,327 -533	-29%	-$73.2K	0.4%	49
2025 Q2	$248K	Buy	1,860 +25	+1%	+$3.17K	0.63%	34
2025 Q1	$237K	Sell	1,835 -79	-4%	-$10.3K	0.72%	35
2024 Q4	$244K	Sell	1,914 -374	-16%	-$48.8K	0.54%	35
2024 Q3	$293K	Buy	2,288 +211	+10%	+$26K	0.72%	30
2024 Q2	$246K	Sell	2,077 -44	-2%	-$5.22K	0.52%	41
2024 Q1	$257K	Buy	2,121 +67	+3%	+$7.68K	0.3%	70
2023 Q4	$229K	Sell	2,054 -1,565	-43%	-$164K	0.28%	77
2023 Q3	$374K	Buy	3,619 +5	+0.1%	+$536	0.48%	39
2023 Q2	$383K	Buy	3,614 +1,219	+51%	+$128K	0.41%	72
2023 Q1	$253K	Buy	2,395 +99	+4%	+$10.6K	0.47%	61
2022 Q4	$248K	Buy	+2,296	New	+$244K	0.29%	79

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

LGT Financial Advisors's VYM Position: Q1 2026 in Review

LGT Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.2% in Q1 2026, selling an estimated $12.2K and leaving 1,233 shares worth $183K. The position accounts for 0.94% of the portfolio, ranked #14.

LGT Financial Advisors first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $383K in Q2 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

LGT Financial Advisors held 1,233 shares of Vanguard High Dividend Yield ETF worth $183K as of Q1 2026.
LGT Financial Advisors sold 81 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $12.2K.
Vanguard High Dividend Yield ETF made up 0.94% of LGT Financial Advisors's portfolio in Q1 2026, its #14 holding.
LGT Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
LGT Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $383K in Q2 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.