Martel Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $118M | Buy |
747,548
+12,208
| +2% | +$1.91M | 18.58% | 3 |
|
|
2026
Q1 | $109M | Buy |
735,340
+9,339
| +1% | +$1.4M | 18.54% | 2 |
|
|
2025
Q4 | $104M | Buy |
726,001
+17,498
| +2% | +$2.49M | 17.79% | 3 |
|
|
2025
Q3 | $99.9M | Buy |
708,503
+16,139
| +2% | +$2.22M | 17.49% | 3 |
|
|
2025
Q2 | $92.3M | Buy |
692,364
+21,586
| +3% | +$2.73M | 17.11% | 3 |
|
|
2025
Q1 | $86.5M | Sell |
670,778
-6,808
| -1% | -$891K | 17.23% | 2 |
|
|
2024
Q4 | $86.5M | Buy |
677,586
+30,321
| +5% | +$3.95M | 16.88% | 2 |
|
|
2024
Q3 | $83.3M | Buy |
647,265
+2,264
| +0.4% | +$279K | 17.04% | 3 |
|
|
2024
Q2 | $76.5M | Buy |
645,001
+4,659
| +0.7% | +$552K | 16.41% | 3 |
|
|
2024
Q1 | $77.5M | Buy |
640,342
+11,543
| +2% | +$1.32M | 16.8% | 3 |
|
|
2023
Q4 | $70.2M | Buy |
628,799
+16,855
| +3% | +$1.77M | 15.94% | 3 |
|
|
2023
Q3 | $63.2M | Buy |
611,944
+22,088
| +4% | +$2.37M | 15.73% | 3 |
|
|
2023
Q2 | $62.6M | Buy |
589,856
+19,212
| +3% | +$2.02M | 15.17% | 3 |
|
|
2023
Q1 | $60.2M | Buy |
570,644
+1,669
| +0.3% | +$180K | 15.37% | 3 |
|
|
2022
Q4 | $61.6M | Sell |
568,975
-11,669
| -2% | -$1.24M | 16.69% | 2 |
|
|
2022
Q3 | $55.1M | Sell |
580,644
-3,435
| -0.6% | -$357K | 15.78% | 2 |
|
|
2022
Q2 | $59.4M | Sell |
584,079
-1,727
| -0.3% | -$187K | 16.22% | 2 |
|
|
2022
Q1 | $65.8M | Buy |
585,806
+4,073
| +0.7% | +$454K | 15.99% | 3 |
|
|
2021
Q4 | $65.2M | Buy |
581,733
+14,843
| +3% | +$1.61M | 15.44% | 3 |
|
|
2021
Q3 | $58.6M | Buy |
566,890
+11,209
| +2% | +$1.18M | 14.73% | 3 |
|
|
2021
Q2 | $58.2M | Buy |
555,681
+26,534
| +5% | +$2.79M | 14.65% | 3 |
|
|
2021
Q1 | $53.5M | Buy |
529,147
+14,298
| +3% | +$1.38M | 14.82% | 3 |
|
|
2020
Q4 | $47.1M | Buy |
514,849
+25,061
| +5% | +$2.18M | 13.64% | 3 |
|
|
2020
Q3 | $39.6M | Buy |
489,788
+29,972
| +7% | +$2.45M | 12.86% | 3 |
|
|
2020
Q2 | $36.2M | Buy |
459,816
+22,955
| +5% | +$1.78M | 12.55% | 3 |
|
|
2020
Q1 | $30.9M | Buy |
436,861
+22,623
| +5% | +$1.94M | 12.06% | 3 |
|
|
2019
Q4 | $38.8M | Buy |
414,238
+2,399
| +0.6% | +$218K | 13.36% | 3 |
|
|
2019
Q3 | $36.5M | Buy |
411,839
+9,628
| +2% | +$843K | 13.19% | 3 |
|
|
2019
Q2 | $35.1M | Buy |
402,211
+4,821
| +1% | +$417K | 12.81% | 3 |
|
|
2019
Q1 | $34M | Buy |
397,390
+5,961
| +2% | +$498K | 12.8% | 3 |
|
|
2018
Q4 | $30.5M | Buy |
391,429
+4,830
| +1% | +$403K | 12.54% | 3 |
|
|
2018
Q3 | $33.7M | Buy |
+386,599
| New | +$33.5M | 12.83% | 3 |
|
Other funds holding VYM
Martel Wealth Advisors's VYM Position: Q2 2026 in Review
Martel Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $1.91M and bringing the position to 747,548 shares worth $118M. The position accounts for 18.58% of the portfolio, ranked #3.
Martel Wealth Advisors first reported a position in VYM in Q3 2018 and has held it in 32 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Martel Wealth Advisors held 747,548 shares of Vanguard High Dividend Yield ETF worth $118M as of Q2 2026.
- Martel Wealth Advisors bought 12,208 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.91M.
- Vanguard High Dividend Yield ETF made up 18.58% of Martel Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- Martel Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 32 quarters since.
- 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.