MinichMacGregor Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MinichMacGregor Wealth Management’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 Q2	–	Sell	-2,164	Closed	-$279K	–	144
2025 Q1	$279K	Hold	2,164	–	–	0.06%	100
2024 Q4	$276K	Hold	2,164	–	–	0.06%	102
2024 Q3	$277K	Hold	2,164	–	–	0.06%	95
2024 Q2	$257K	Hold	2,164	–	–	0.06%	90
2024 Q1	$261K	Hold	2,164	–	–	0.07%	91
2023 Q4	$242K	Hold	2,164	–	–	0.07%	91
2023 Q3	$224K	Buy	+2,164	New	+$232K	0.07%	83
2023 Q1	–	Sell	-1,864	Closed	-$202K	–	647
2022 Q4	$202K	Buy	+1,864	New	+$198K	0.07%	81
2022 Q2	–	Sell	-1,864	Closed	-$209K	–	101
2022 Q1	$209K	Hold	1,864	–	–	0.07%	83
2021 Q4	$208K	Buy	+1,864	New	+$203K	0.06%	82
2018 Q4	–	Sell	-290	Closed	-$25K	–	520
2018 Q3	$25K	Hold	290	–	–	0.02%	195
2018 Q2	$24K	Hold	290	–	–	0.02%	190
2018 Q1	$23K	Hold	290	–	–	0.02%	197
2017 Q4	$24K	Hold	290	–	–	0.02%	183
2017 Q3	$23K	Hold	290	–	–	0.02%	186
2017 Q2	$22K	Hold	290	–	–	0.02%	181
2017 Q1	$22K	Hold	290	–	–	0.02%	179
2016 Q4	$21K	Hold	290	–	–	0.02%	178
2016 Q3	$20K	Hold	290	–	–	0.02%	184
2016 Q2	$20K	Hold	290	–	–	0.02%	178
2016 Q1	$20K	Buy	+290	New	+$19K	0.02%	178

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MinichMacGregor Wealth Management's VYM Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 2,164 shares — an estimated $279K sold.

MinichMacGregor Wealth Management first reported a position in VYM in Q1 2016 and held it in 21 quarters. The position peaked at $279K in Q1 2025. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

MinichMacGregor Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,164 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $279K.
MinichMacGregor Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and held it in 21 quarters.
MinichMacGregor Wealth Management's Vanguard High Dividend Yield ETF position peaked at $279K in Q1 2025.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.