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 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 $1.37T 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

New Insight Wealth Advisors's VYM Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.1% in Q1 2026, selling an estimated $137K and leaving 11,961 shares worth $1.77M. The position accounts for 0.64% of the portfolio, ranked #40.

New Insight Wealth Advisors first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.51M in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

New Insight Wealth Advisors held 11,961 shares of Vanguard High Dividend Yield ETF worth $1.77M as of Q1 2026.
New Insight Wealth Advisors sold 909 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $137K.
Vanguard High Dividend Yield ETF made up 0.64% of New Insight Wealth Advisors's portfolio in Q1 2026, its #40 holding.
New Insight Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.51M in Q4 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.