Moser Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Moser Wealth Advisors’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	$48.4K	Hold	363	–	–	0.02%	109
2025 Q1	$46.8K	Buy	363 +150	+70%	+$19.6K	0.02%	106
2024 Q4	$27.2K	Hold	213	–	–	0.01%	101
2024 Q3	$27.3K	Hold	213	–	–	0.01%	102
2024 Q2	$25.3K	Hold	213	–	–	0.01%	106
2024 Q1	$25.8K	Hold	213	–	–	0.01%	105
2023 Q4	$23.8K	Hold	213	–	–	0.02%	103
2023 Q3	$22K	Hold	213	–	–	0.02%	98
2023 Q2	$22.6K	Buy	+213	New	+$22.3K	0.02%	98
2022 Q4	$37.9K	Hold	350	–	–	0.03%	90
2022 Q3	$33K	Hold	350	–	–	0.03%	93
2022 Q2	$36K	Hold	350	–	–	0.03%	95
2022 Q1	$39K	Hold	350	–	–	0.02%	97
2021 Q4	$39K	Buy	+350	New	+$38.1K	0.02%	97
2020 Q1	–	Sell	-1,685	Closed	-$158K	–	140
2019 Q4	$158K	Buy	+1,685	New	+$153K	0.15%	58

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moser Wealth Advisors's VYM Position: Q2 2025 in Review

Moser Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2025 at 363 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #109.

Moser Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 15 quarters since. The position peaked at $158K in Q4 2019. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Moser Wealth Advisors held 363 shares of Vanguard High Dividend Yield ETF worth $48.4K as of Q2 2025.
Moser Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2025.
Vanguard High Dividend Yield ETF made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #109 holding.
Moser Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 15 quarters since.
Moser Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $158K in Q4 2019.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.