MRA Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MRA 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
2026 Q2	$276K	Sell	1,748 -36	-2%	-$5.63K	0.1%	114
2026 Q1	$264K	Hold	1,784	–	–	0.11%	111
2025 Q4	$256K	Sell	1,784 -20	-1%	-$2.84K	0.11%	108
2025 Q3	$254K	Hold	1,804	–	–	0.11%	106
2025 Q2	$240K	Hold	1,804	–	–	0.11%	111
2025 Q1	$233K	Sell	1,804 -76	-4%	-$9.95K	0.12%	103
2024 Q4	$240K	Hold	1,880	–	–	0.13%	86
2024 Q3	$241K	Hold	1,880	–	–	0.13%	84
2024 Q2	$223K	Sell	1,880 -40	-2%	-$4.74K	0.13%	93
2024 Q1	$232K	Sell	1,920 -44	-2%	-$5.04K	0.14%	86
2023 Q4	$219K	Sell	1,964 -55	-3%	-$5.78K	0.14%	88
2023 Q3	$209K	Buy	2,019 +101	+5%	+$10.8K	0.15%	106
2023 Q2	$203K	Sell	1,918 -366	-16%	-$38.4K	0.14%	126
2023 Q1	$241K	Hold	2,284	–	–	0.17%	105
2022 Q4	$247K	Sell	2,284 -88	-4%	-$9.36K	0.19%	86
2022 Q3	$229K	Hold	2,372	–	–	0.2%	84
2022 Q2	$241K	Sell	2,372 -14	-0.6%	-$1.52K	0.21%	85
2022 Q1	$268K	Sell	2,386 -12	-0.5%	-$1.34K	0.2%	82
2021 Q4	$269K	Sell	2,398 -514	-18%	-$55.9K	0.21%	89
2021 Q3	$301K	Sell	2,912 -70	-2%	-$7.4K	0.26%	83
2021 Q2	$312K	Sell	2,982 -252	-8%	-$26.5K	0.27%	78
2021 Q1	$327K	Sell	3,234 -385	-11%	-$37.1K	0.31%	69
2020 Q4	$331K	Buy	+3,619	New	+$314K	0.33%	66

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

MRA Advisory Group's VYM Position: Q2 2026 in Review

MRA Advisory Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $5.63K and leaving 1,748 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #114.

MRA Advisory Group first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $331K in Q4 2020. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MRA Advisory Group held 1,748 shares of Vanguard High Dividend Yield ETF worth $276K as of Q2 2026.
MRA Advisory Group sold 36 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.63K.
Vanguard High Dividend Yield ETF made up 0.1% of MRA Advisory Group's portfolio in Q2 2026, its #114 holding.
MRA Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
MRA Advisory Group's Vanguard High Dividend Yield ETF position peaked at $331K in Q4 2020.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.