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NewSquare Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-566
Closed -$75.5K – 1214
2025
Q2 		$75.5K Buy
+566
New +$71.7K 0.01% 240
2025
Q1 		– Hold
0
– – – 1142
2024
Q4 		– Hold
0
– – – 899
2024
Q3 		– Hold
0
– – – 317
2024
Q2 		– Hold
0
– – – 328
2024
Q1 		– Hold
0
– – – 420
2023
Q3 		– Sell
-92
Closed -$9.76K – 907
2023
Q2 		$9.76K Buy
92
+77
+513% +$8.08K ﹤0.01% 344
2023
Q1 		$1.58K Hold
15
– – ﹤0.01% 595
2022
Q4 		$1.62K Buy
+15
New +$1.6K ﹤0.01% 512

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewSquare Capital's VYM Position: Q3 2025 in Review

NewSquare Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 566 shares — an estimated $75.5K sold.

NewSquare Capital first reported a position in VYM in Q4 2022 and held it in 4 quarters. The position peaked at $75.5K in Q2 2025. 1,840 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • NewSquare Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 566 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $75.5K.
  • NewSquare Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 4 quarters.
  • NewSquare Capital's Vanguard High Dividend Yield ETF position peaked at $75.5K in Q2 2025.
  • 1,840 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.