MY Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MY Wealth Management’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	$315K	Sell	1,996 -754	-27%	-$118K	0.22%	38
2026 Q1	$355K	Buy	2,750 +736	+37%	+$111K	0.34%	20
2025 Q4	$289K	Hold	2,014	–	–	0.25%	28
2025 Q3	$284K	Hold	2,014	–	–	0.25%	27
2025 Q2	$268K	Sell	2,014 -736	-27%	-$93.2K	0.26%	25
2025 Q1	$355K	Hold	2,750	–	–	0.34%	20
2024 Q4	$351K	Hold	2,750	–	–	0.35%	20
2024 Q3	$353K	Sell	2,750 -38	-1%	-$4.69K	0.36%	20
2024 Q2	$331K	Sell	2,788 -30	-1%	-$3.56K	0.38%	22
2024 Q1	$341K	Sell	2,818 -12	-0.4%	-$1.38K	0.38%	20
2023 Q4	$316K	Sell	2,830 -12	-0.4%	-$1.26K	0.3%	24
2023 Q3	$294K	Sell	2,842 -644	-18%	-$69.1K	0.29%	27
2023 Q2	$370K	Sell	3,486 -113	-3%	-$11.9K	0.34%	26
2023 Q1	$380K	Hold	3,599	–	–	0.38%	25
2022 Q4	$389K	Buy	3,599 +23	+0.6%	+$2.45K	0.59%	19
2022 Q3	$339K	Sell	3,576 -242	-6%	-$25.2K	0.36%	22
2022 Q2	$388K	Buy	3,818 +936	+32%	+$101K	0.42%	22
2022 Q1	$324K	Hold	2,882	–	–	0.3%	24
2021 Q4	$323K	Buy	+2,882	New	+$314K	0.28%	25

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 Wealth Management's VYM Position: Q2 2026 in Review

MY Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 27% in Q2 2026, selling an estimated $118K and leaving 1,996 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #38.

MY Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $389K in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MY Wealth Management held 1,996 shares of Vanguard High Dividend Yield ETF worth $315K as of Q2 2026.
MY Wealth Management sold 754 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $118K.
Vanguard High Dividend Yield ETF made up 0.22% of MY Wealth Management's portfolio in Q2 2026, its #38 holding.
MY Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
MY Wealth Management's Vanguard High Dividend Yield ETF position peaked at $389K in Q4 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.