MB, Levis & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MB, Levis & Associates’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 Q3	–	Sell	-428	Closed	-$57.1K	–	294
2025 Q2	$57.1K	Hold	428	–	–	0.03%	117
2025 Q1	$55.2K	Hold	428	–	–	0.03%	117
2024 Q4	$54.6K	Hold	428	–	–	0.03%	111
2024 Q3	$54.9K	Hold	428	–	–	0.03%	114
2024 Q2	$50.8K	Hold	428	–	–	0.03%	113
2024 Q1	$51.8K	Hold	428	–	–	0.03%	115
2023 Q4	$47.8K	Hold	428	–	–	0.03%	117
2023 Q3	$44.2K	Hold	428	–	–	0.03%	116
2023 Q2	$45.4K	Hold	428	–	–	0.03%	118
2023 Q1	$45.2K	Hold	428	–	–	0.03%	113
2022 Q4	$46.3K	Buy	+428	New	+$45.5K	0.04%	111

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MB, Levis & Associates's VYM Position: Q3 2025 in Review

MB, Levis & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 428 shares — an estimated $57.1K sold.

MB, Levis & Associates first reported a position in VYM in Q4 2022 and held it in 11 quarters. The position peaked at $57.1K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

MB, Levis & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 428 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $57.1K.
MB, Levis & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's Vanguard High Dividend Yield ETF position peaked at $57.1K in Q2 2025.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.