New Insight Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New Insight Wealth 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
2026 Q2	$1.7M	Sell	10,782 -1,179	-10%	-$184K	0.5%	46
2026 Q1	$1.77M	Sell	11,961 -909	-7%	-$137K	0.64%	40
2025 Q4	$1.85M	Sell	12,870 -942	-7%	-$134K	0.66%	35
2025 Q3	$1.95M	Sell	13,812 -1,356	-9%	-$186K	0.73%	33
2025 Q2	$2.02M	Sell	15,168 -370	-2%	-$46.9K	0.83%	30
2025 Q1	$2M	Buy	15,538 +643	+4%	+$84.2K	0.91%	27
2024 Q4	$1.9M	Buy	14,895 +447	+3%	+$58.3K	0.95%	23
2024 Q3	$1.85M	Sell	14,448 -1,156	-7%	-$143K	0.97%	23
2024 Q2	$1.85M	Sell	15,604 -2,862	-15%	-$339K	1.09%	22
2024 Q1	$2.23M	Sell	18,466 -4,025	-18%	-$461K	1.4%	21
2023 Q4	$2.51M	Buy	+22,491	New	+$2.36M	1.69%	19

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

New Insight Wealth Advisors's VYM Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.9% in Q2 2026, selling an estimated $184K and leaving 10,782 shares worth $1.7M. The position accounts for 0.5% of the portfolio, ranked #46.

New Insight Wealth Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q4 2023. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

New Insight Wealth Advisors held 10,782 shares of Vanguard High Dividend Yield ETF worth $1.7M as of Q2 2026.
New Insight Wealth Advisors sold 1,179 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $184K.
Vanguard High Dividend Yield ETF made up 0.5% of New Insight Wealth Advisors's portfolio in Q2 2026, its #46 holding.
New Insight Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.51M in Q4 2023.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.