NWF Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.57M Sell
10,569
-245
-2% -$36.8K 0.18% 100
2025
Q4
$1.55M Sell
10,814
-370
-3% -$52.6K 0.17% 93
2025
Q3
$1.58M Buy
11,184
+245
+2% +$33.7K 0.17% 100
2025
Q2
$1.46M Buy
10,939
+7,839
+253% +$993K 0.17% 98
2025
Q1
$400K Buy
+3,100
New +$406K 0.06% 207
2024
Q4
Sell
-2,825
Closed -$362K 425
2024
Q3
$362K Hold
2,825
0.05% 213
2024
Q2
$335K Hold
2,825
0.05% 205
2024
Q1
$342K Buy
2,825
+200
+8% +$22.9K 0.06% 210
2023
Q4
$293K Sell
2,625
-23
-0.9% -$2.42K 0.06% 206
2023
Q3
$274K Buy
2,648
+23
+0.9% +$2.47K 0.06% 197
2023
Q2
$278K Hold
2,625
0.06% 191
2023
Q1
$278K Buy
+2,625
New +$282K 0.06% 190

Other funds holding VYM

NWF Advisory Services's VYM Position: Q1 2026 in Review

NWF Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q1 2026, selling an estimated $36.8K and leaving 10,569 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #100.

NWF Advisory Services first reported a position in VYM in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • NWF Advisory Services held 10,569 shares of Vanguard High Dividend Yield ETF worth $1.57M as of Q1 2026.
  • NWF Advisory Services sold 245 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $36.8K.
  • Vanguard High Dividend Yield ETF made up 0.18% of NWF Advisory Services's portfolio in Q1 2026, its #100 holding.
  • NWF Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 12 quarters since.
  • NWF Advisory Services's Vanguard High Dividend Yield ETF position peaked at $1.58M in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.