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 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 $1.37T 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Personal CFO LLC's VYM Position: Q1 2026 in Review

My Personal CFO LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 17,165 shares worth $2.54M. The position accounts for 1.11% of the portfolio, ranked #22.

My Personal CFO LLC first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

My Personal CFO LLC held 17,165 shares of Vanguard High Dividend Yield ETF worth $2.54M as of Q1 2026.
My Personal CFO LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 1.11% of My Personal CFO LLC's portfolio in Q1 2026, its #22 holding.
My Personal CFO LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.