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My Legacy Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

My Legacy 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 		$410K Sell
3,019
-498
-14% -$63.1K 0.15% 153
2025
Q1 		$454K Buy
3,517
+144
+4% +$18.9K 0.18% 146
2024
Q4 		$438K Sell
3,373
-106
-3% -$13.8K 0.17% 140
2024
Q3 		$446K Sell
3,479
-4,726
-58% -$583K 0.18% 140
2024
Q2 		$973K Sell
8,205
-701
-8% -$83.1K 0.31% 89
2024
Q1 		$1.08M Sell
8,906
-956
-10% -$110K 0.36% 74
2023
Q4 		$1.1M Sell
9,862
-234
-2% -$24.6K 0.4% 73
2023
Q3 		$1.03M Buy
10,096
+593
+6% +$63.6K 0.42% 71
2023
Q2 		$1.02M Sell
9,503
-670
-7% -$70.3K 0.4% 72
2023
Q1 		$1.08M Sell
10,173
-667
-6% -$71.7K 0.46% 71
2022
Q4 		$1.19M Sell
10,840
-1,666
-13% -$177K 0.51% 58
2022
Q3 		$1.22M Sell
12,506
-2,435
-16% -$253K 0.62% 41
2022
Q2 		$1.52M Buy
14,941
+6,306
+73% +$683K 0.76% 29
2022
Q1 		$969K Buy
+8,635
New +$963K 0.45% 67

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

My Legacy Advisors's VYM Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q2 2025, selling an estimated $63.1K and leaving 3,019 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #153.

My Legacy Advisors first reported a position in VYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2022. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • My Legacy Advisors held 3,019 shares of Vanguard High Dividend Yield ETF worth $410K as of Q2 2025.
  • My Legacy Advisors sold 498 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $63.1K.
  • Vanguard High Dividend Yield ETF made up 0.15% of My Legacy Advisors's portfolio in Q2 2025, its #153 holding.
  • My Legacy Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Vanguard High Dividend Yield ETF position peaked at $1.52M in Q2 2022.
  • 1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.