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Omni 360 Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Omni 360 Wealth’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 		$4.99M Buy
31,583
+2,422
+8% +$379K 2.31% 11
2026
Q1 		$4.32M Buy
29,161
+831
+3% +$125K 2.23% 12
2025
Q4 		$4.19M Buy
28,330
+3,431
+14% +$488K 2.15% 12
2025
Q3 		$3.51M Buy
24,899
+1,453
+6% +$200K 1.97% 12
2025
Q2 		$3.13M Buy
23,446
+585
+3% +$74.1K 1.94% 12
2025
Q1 		$2.95M Buy
22,861
+4,120
+22% +$539K 1.98% 12
2024
Q4 		$2.39M Buy
18,741
+1,256
+7% +$164K 1.59% 16
2024
Q3 		$2.24M Buy
17,485
+641
+4% +$79.1K 1.54% 16
2024
Q2 		$2M Buy
16,844
+439
+3% +$52.1K 1.52% 16
2024
Q1 		$1.98M Buy
16,405
+309
+2% +$35.4K 1.64% 17
2023
Q4 		$1.8M Buy
+16,096
New +$1.69M 1.68% 17

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return