OWM
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Orgel Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Orgel Wealth 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
2026
Q2 		$237K Buy
+1,499
New +$234K ﹤0.01% 106
2025
Q2 		– Sell
-14,264
Closed -$1.84M – 92
2025
Q1 		$1.84M Sell
14,264
-1,241
-8% -$162K 0.05% 38
2024
Q4 		$1.98M Buy
15,505
+138
+0.9% +$18K 0.05% 38
2024
Q3 		$1.97M Buy
15,367
+252
+2% +$31.1K 0.05% 38
2024
Q2 		$1.79M Buy
15,115
+917
+6% +$109K 0.05% 37
2024
Q1 		$1.72M Buy
14,198
+28
+0.2% +$3.21K 0.05% 36
2023
Q4 		$1.58M Buy
14,170
+2,187
+18% +$230K 0.05% 38
2023
Q3 		$1.24M Buy
11,983
+2,624
+28% +$282K 0.04% 37
2023
Q2 		$993K Sell
9,359
-50,162
-84% -$5.26M 0.03% 43
2023
Q1 		$6.28M Buy
59,521
+49,216
+478% +$5.29M 0.22% 29
2022
Q4 		$1.12M Buy
10,305
+1,534
+17% +$163K 0.04% 40
2022
Q3 		$832K Buy
8,771
+6,164
+236% +$641K 0.04% 39
2022
Q2 		$265K Hold
2,607
– – 0.02% 57
2022
Q1 		$293K Sell
2,607
-263
-9% -$29.3K 0.02% 50
2021
Q4 		$322K Buy
2,870
+149
+5% +$16.2K 0.03% 44
2021
Q3 		$281K Hold
2,721
– – 0.03% 44
2021
Q2 		$285K Hold
2,721
– – 0.04% 44
2021
Q1 		$275K Sell
2,721
-154
-5% -$14.9K 0.04% 44
2020
Q4 		$263K Hold
2,875
– – 0.05% 42
2020
Q3 		$233K Hold
2,875
– – 0.07% 49
2020
Q2 		$226K Sell
2,875
-38
-1% -$2.95K 0.09% 42
2020
Q1 		$206K Buy
2,913
+134
+5% +$11.5K 0.08% 37
2019
Q4 		$260K Sell
2,779
-154
-5% -$14K 0.07% 40
2019
Q3 		$260K Sell
2,933
-352
-11% -$30.8K 0.1% 36
2019
Q2 		$287K Buy
3,285
+202
+7% +$17.5K 0.11% 32
2019
Q1 		$264K Buy
+3,083
New +$258K 0.09% 34
2018
Q3 		– Sell
-3,053
Closed -$254K – 42
2018
Q2 		$254K Hold
3,053
– – 0.06% 33
2018
Q1 		$252K Sell
3,053
-230
-7% -$19.8K 0.06% 32
2017
Q4 		$281K Hold
3,283
– – 0.07% 32
2017
Q3 		$266K Hold
3,283
– – 0.09% 22
2017
Q2 		$257K Sell
3,283
-447
-12% -$34.8K 0.09% 16
2017
Q1 		$290K Hold
3,730
– – 0.13% 14
2016
Q4 		$283K Sell
3,730
-306
-8% -$22.5K 0.18% 13
2016
Q3 		$291K Hold
4,036
– – 0.2% 13
2016
Q2 		$288K Buy
4,036
+1,050
+35% +$73.4K 0.12% 15
2016
Q1 		$206K Sell
2,986
-234
-7% -$15.3K 0.13% 17
2015
Q4 		$215K Buy
+3,220
New +$216K 0.18% 22

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
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 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