My Personal CFO LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

My Personal CFO LLC’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	$2.65M	Sell	16,777 -388	-2%	-$60.6K	1.03%	25
2026 Q1	$2.54M	Hold	17,165	–	–	1.11%	22
2025 Q4	$2.46M	Buy	+17,165	New	+$2.44M	1.03%	27
2025 Q3	–	Sell	-17,165	Closed	-$2.29M	–	154
2025 Q2	$2.29M	Sell	17,165 -51	-0.3%	-$6.46K	1.04%	29
2025 Q1	$2.22M	Buy	17,216 +51	+0.3%	+$6.68K	1.12%	24
2024 Q4	$2.19M	Hold	17,165	–	–	1.12%	26
2024 Q3	$2.2M	Hold	17,165	–	–	1.21%	23
2024 Q2	$2.04M	Hold	17,165	–	–	1.09%	23
2024 Q1	$2.08M	Hold	17,165	–	–	1.2%	21
2023 Q4	$1.92M	Hold	17,165	–	–	1.25%	20
2023 Q3	$1.77M	Hold	17,165	–	–	1.43%	20
2023 Q2	$1.82M	Buy	17,165 +4,000	+30%	+$420K	1.43%	20
2023 Q1	$1.39M	Buy	13,165 +3,899	+42%	+$419K	1.19%	24
2022 Q4	$1.15M	Hold	9,266	–	–	1.07%	25
2022 Q3	$1.02M	Sell	9,266 -1,399	-13%	-$145K	1.55%	18
2022 Q2	$1.08M	Hold	10,665	–	–	1.39%	21
2022 Q1	$1.2M	Hold	10,665	–	–	1.24%	21
2021 Q4	$1.2M	Buy	+10,665	New	+$1.16M	1.04%	24

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

My Personal CFO LLC's VYM Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q2 2026, selling an estimated $60.6K and leaving 16,777 shares worth $2.65M. The position accounts for 1.03% of the portfolio, ranked #25.

My Personal CFO LLC first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

My Personal CFO LLC held 16,777 shares of Vanguard High Dividend Yield ETF worth $2.65M as of Q2 2026.
My Personal CFO LLC sold 388 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $60.6K.
Vanguard High Dividend Yield ETF made up 1.03% of My Personal CFO LLC's portfolio in Q2 2026, its #25 holding.
My Personal CFO LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.