Mullaney, Keating & Wright’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mullaney, Keating & Wright’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	$266K	Sell	1,683 -31	-2%	-$4.84K	0.13%	65
2026 Q1	$254K	Hold	1,714	–	–	0.14%	63
2025 Q4	$246K	Sell	1,714 -15	-0.9%	-$2.13K	0.13%	64
2025 Q3	$244K	Hold	1,729	–	–	0.14%	60
2025 Q2	$231K	Hold	1,729	–	–	0.15%	58
2025 Q1	$223K	Hold	1,729	–	–	0.15%	57
2024 Q4	$221K	Hold	1,729	–	–	0.15%	55
2024 Q3	$222K	Hold	1,729	–	–	0.15%	55
2024 Q2	$205K	Buy	+1,729	New	+$205K	0.16%	52

Other funds holding VYM

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return