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LifeWealth Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LifeWealth Investments’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
-4,724
Closed -$678K – 166
2025
Q4 		$678K Sell
4,724
-179
-4% -$25.5K 0.21% 73
2025
Q3 		$691K Buy
4,903
+67
+1% +$9.21K 0.23% 73
2025
Q2 		$645K Buy
4,836
+1,342
+38% +$170K 0.23% 78
2025
Q1 		$451K Buy
3,494
+1,198
+52% +$157K 0.22% 86
2024
Q4 		$293K Buy
+2,296
New +$299K 0.19% 111

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LifeWealth Investments's VYM Position: Q1 2026 in Review

LifeWealth Investments sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 4,724 shares — an estimated $678K sold.

LifeWealth Investments first reported a position in VYM in Q4 2024 and held it in 5 quarters. The position peaked at $691K in Q3 2025. 2,022 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • LifeWealth Investments reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 4,724 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $678K.
  • LifeWealth Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 5 quarters.
  • LifeWealth Investments's Vanguard High Dividend Yield ETF position peaked at $691K in Q3 2025.
  • 2,022 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.