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OPWM
Oxinas Partners Wealth Management’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Oxinas Partners 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
Q1
$5.43M
Buy
36,696
+6,525
+22%
+$981K
2.48%
8
2025
Q4
$4.33M
Buy
30,171
+37
+0.1%
+$5.26K
2.08%
14
2025
Q3
$4.25M
Sell
30,134
-21
-0.1%
-$2.89K
2.27%
12
2025
Q2
$4.02M
Buy
30,155
+327
+1%
+$41.4K
2.06%
12
2025
Q1
$3.85M
Buy
29,828
+1,183
+4%
+$155K
2.27%
11
2024
Q4
$3.65M
Buy
28,645
+612
+2%
+$79.8K
2.14%
15
2024
Q3
$3.59M
Buy
28,033
+2,571
+10%
+$317K
2.2%
12
2024
Q2
$3.02M
Sell
25,462
-17
-0.1%
-$2.02K
2.01%
12
2024
Q1
$3.08M
Buy
25,479
+728
+3%
+$83.4K
2%
11
2023
Q4
$2.76M
Buy
24,751
+741
+3%
+$77.9K
1.96%
15
2023
Q3
$2.48M
Sell
24,010
-667
-3%
-$71.6K
1.84%
18
2023
Q2
$2.62M
Buy
24,677
+2,312
+10%
+$243K
1.72%
18
2023
Q1
$2.36M
Buy
+22,365
New
+$2.41M
1.7%
18
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
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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