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

Northwest Capital 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
2025 Q3	–	Sell	-10	Closed	-$1.34K	–	353
2025 Q2	$1.34K	Sell	10 -265	-96%	-$33.6K	﹤0.01%	327
2025 Q1	$35.5K	Hold	275	–	–	0.01%	214
2024 Q4	$35.1K	Hold	275	–	–	0.02%	212
2024 Q3	$35.3K	Hold	275	–	–	0.01%	216
2024 Q2	$32.6K	Sell	275 -1,084	-80%	-$129K	0.01%	211
2024 Q1	$164K	Hold	1,359	–	–	0.05%	142
2023 Q4	$152K	Hold	1,359	–	–	0.05%	142
2023 Q3	$140K	Hold	1,359	–	–	0.05%	136
2023 Q2	$144K	Buy	+1,359	New	+$143K	0.06%	134

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Capital Management's VYM Position: Q3 2025 in Review

Northwest Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 10 shares — an estimated $1.34K sold.

Northwest Capital Management first reported a position in VYM in Q2 2023 and held it in 9 quarters. The position peaked at $164K in Q1 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Northwest Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 10 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $1.34K.
Northwest Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's Vanguard High Dividend Yield ETF position peaked at $164K in Q1 2024.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.