LRWM
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Lord & Richards Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-3
Closed -$387 – 167
2025
Q1 		$387 Buy
+3
New +$393 ﹤0.01% 173

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord & Richards Wealth Management's VYM Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 3 shares — an estimated $387 sold.

Lord & Richards Wealth Management first reported a position in VYM in Q1 2025 and held it in 1 quarter. The position peaked at $387 in Q1 2025. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $387.
  • Lord & Richards Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard High Dividend Yield ETF position peaked at $387 in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.