Moisand Fitzgerald Tamayo’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Moisand Fitzgerald Tamayo’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	$47.4K	Buy	300 +100	+50%	+$15.6K	﹤0.01%	211
2026 Q1	$29.6K	Hold	200	–	–	﹤0.01%	242
2025 Q4	$28.7K	Hold	200	–	–	﹤0.01%	250
2025 Q3	$28.2K	Hold	200	–	–	﹤0.01%	249
2025 Q2	$26.7K	Buy	+200	New	+$25.3K	﹤0.01%	253
2025 Q1	–	Sell	-500	Closed	-$63.8K	–	619
2024 Q4	$63.8K	Hold	500	–	–	0.01%	169
2024 Q3	$64.1K	Buy	+500	New	+$61.7K	0.01%	171
2023 Q4	–	Sell	-12	Closed	-$1.24K	–	820
2023 Q3	$1.24K	Buy	+12	New	+$1.29K	﹤0.01%	632
2022 Q2	–	Sell	-42	Closed	-$5K	–	687
2022 Q1	$5K	Buy	+42	New	+$4.68K	﹤0.01%	272

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

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

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

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

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

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

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

Moisand Fitzgerald Tamayo's VYM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q2 2026, buying an estimated $15.6K and bringing the position to 300 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Moisand Fitzgerald Tamayo first reported a position in VYM in Q1 2022 and has held it in 9 quarters since. The position peaked at $64.1K in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Moisand Fitzgerald Tamayo held 300 shares of Vanguard High Dividend Yield ETF worth $47.4K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 100 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.6K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #211 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 9 quarters since.
Moisand Fitzgerald Tamayo's Vanguard High Dividend Yield ETF position peaked at $64.1K in Q3 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.