Lloyd Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lloyd Advisory Services’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	$8.53K	Sell	54 -31	-36%	-$4.84K	﹤0.01%	381
2026 Q1	$12.6K	Sell	85 -92	-52%	-$13.8K	﹤0.01%	452
2025 Q4	$25.4K	Buy	+177	New	+$25.2K	0.01%	304
2022 Q2	–	Sell	-168	Closed	-$19K	–	556
2022 Q1	$19K	Sell	168 -44	-21%	-$4.91K	0.01%	357
2021 Q4	$24K	Buy	212 +1	+0.5%	+$109	0.01%	278
2021 Q3	$22K	Buy	211 +1	+0.5%	+$106	0.01%	241
2021 Q2	$22K	Sell	210 -29	-12%	-$3.04K	0.01%	232
2021 Q1	$24K	Sell	239 -80	-25%	-$7.72K	0.01%	206
2020 Q4	$29K	Sell	319 -176	-36%	-$15.3K	0.02%	159
2020 Q3	$40K	Buy	495 +3	+0.6%	+$246	0.02%	113
2020 Q2	$39K	Sell	492 -24	-5%	-$1.87K	0.02%	123
2020 Q1	$37K	Sell	516 -22,988	-98%	-$1.98M	0.03%	105
2019 Q4	$2.2M	Buy	+23,504	New	+$2.13M	2%	15

Other funds holding VYM

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lloyd Advisory Services's VYM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 36% in Q2 2026, selling an estimated $4.84K and leaving 54 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Lloyd Advisory Services first reported a position in VYM in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.2M in Q4 2019. 1,938 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Lloyd Advisory Services held 54 shares of Vanguard High Dividend Yield ETF worth $8.53K as of Q2 2026.
Lloyd Advisory Services sold 31 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.84K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #381 holding.
Lloyd Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Vanguard High Dividend Yield ETF position peaked at $2.2M in Q4 2019.
1,938 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.