Meriwether Wealth & Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meriwether Wealth & 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	–	Sell	-1,766	Closed	-$262K	–	133
2026 Q1	$262K	Hold	1,766	–	–	0.14%	98
2025 Q4	$253K	Hold	1,766	–	–	0.14%	100
2025 Q3	$249K	Hold	1,766	–	–	0.14%	104
2025 Q2	$235K	Hold	1,766	–	–	0.15%	106
2025 Q1	$228K	Sell	1,766 -266	-13%	-$34.8K	0.15%	106
2024 Q4	$259K	Buy	+2,032	New	+$265K	0.18%	95

Other funds holding VYM

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

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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return