Morris Financial Concepts’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Morris Financial Concepts’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	$433K	Sell	2,742 -24	-0.9%	-$3.75K	0.13%	90
2026 Q1	$410K	Sell	2,766 -51	-2%	-$7.67K	0.14%	86
2025 Q4	$404K	Hold	2,817	–	–	0.14%	82
2025 Q3	$397K	Hold	2,817	–	–	0.14%	82
2025 Q2	$376K	Hold	2,817	–	–	0.15%	82
2025 Q1	$363K	Buy	2,817 +77	+3%	+$10.1K	0.15%	86
2024 Q4	$350K	Sell	2,740 -327	-11%	-$42.6K	0.15%	83
2024 Q3	$393K	Sell	3,067 -8	-0.3%	-$988	0.17%	76
2024 Q2	$365K	Sell	3,075 -8	-0.3%	-$949	0.17%	76
2024 Q1	$373K	Buy	3,083 +291	+10%	+$33.3K	0.19%	69
2023 Q4	$312K	Sell	2,792 -3	-0.1%	-$315	0.18%	71
2023 Q3	$289K	Buy	2,795 +2,437	+681%	+$261K	0.19%	68
2023 Q2	$37.9K	Hold	358	–	–	0.02%	111
2023 Q1	$37.7K	Buy	+358	New	+$38.5K	0.03%	110
2022 Q3	–	Sell	-1,052	Closed	-$107K	–	130
2022 Q2	$107K	Hold	1,052	–	–	0.1%	74
2022 Q1	$118K	Buy	+1,052	New	+$117K	0.1%	75

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

Morris Financial Concepts's VYM Position: Q2 2026 in Review

Morris Financial Concepts reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.87% in Q2 2026, selling an estimated $3.75K and leaving 2,742 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #90.

Morris Financial Concepts first reported a position in VYM in Q1 2022 and has held it in 16 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Morris Financial Concepts held 2,742 shares of Vanguard High Dividend Yield ETF worth $433K as of Q2 2026.
Morris Financial Concepts sold 24 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.75K.
Vanguard High Dividend Yield ETF made up 0.13% of Morris Financial Concepts's portfolio in Q2 2026, its #90 holding.
Morris Financial Concepts first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 16 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.