Mid-American Wealth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mid-American Wealth Advisory Group’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	-693	Closed	-$92.4K	–	330
2025 Q2	$92.4K	Buy	+693	New	+$87.8K	0.04%	62
2025 Q1	–	Sell	-1,817	Closed	-$232K	–	52
2024 Q4	$232K	Sell	1,817 -359	-16%	-$46.8K	0.14%	41
2024 Q3	$279K	Sell	2,176 -1,074	-33%	-$133K	0.18%	41
2024 Q2	$385K	Sell	3,250 -655	-17%	-$77.7K	0.25%	33
2024 Q1	$472K	Sell	3,905 -21,730	-85%	-$2.49M	0.32%	28
2023 Q4	$2.86M	Sell	25,635 -2,881	-10%	-$303K	2.12%	15
2023 Q3	$2.92M	Sell	28,516 -30,248	-51%	-$3.25M	2.36%	13
2023 Q2	$6.29M	Buy	+58,764	New	+$6.16M	4.9%	3
2022 Q1	$6.55M	Sell	58,369 -7,605	-12%	-$848K	5.13%	3
2021 Q4	$7.4M	Buy	+65,974	New	+$7.18M	5.94%	3

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

Mid-American Wealth Advisory Group's VYM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 693 shares — an estimated $92.4K sold.

Mid-American Wealth Advisory Group first reported a position in VYM in Q4 2021 and held it in 10 quarters. The position peaked at $7.4M in Q4 2021. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 693 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $92.4K.
Mid-American Wealth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 10 quarters.
Mid-American Wealth Advisory Group's Vanguard High Dividend Yield ETF position peaked at $7.4M in Q4 2021.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.