Mallini Complete Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mallini Complete Financial Planning’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	–	Hold	0	–	–	–	24
2026 Q1	–	Hold	0	–	–	–	21
2025 Q4	–	Hold	0	–	–	–	15
2025 Q3	–	Hold	0	–	–	–	16
2025 Q2	–	Hold	0	–	–	–	16
2025 Q1	–	Hold	0	–	–	–	16
2024 Q4	–	Hold	0	–	–	–	17

Other funds holding VYM

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return