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

PCA Investment Advisory Services’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 Q1	–	Sell	-1,630	Closed	-$208K	–	141
2024 Q4	$208K	Sell	1,630 -153	-9%	-$19.9K	0.1%	137
2024 Q3	$229K	Buy	+1,783	New	+$220K	0.11%	132
2023 Q4	–	Sell	-2,118	Closed	-$219K	–	125
2023 Q3	$219K	Hold	2,118	–	–	0.16%	100
2023 Q2	$225K	Hold	2,118	–	–	0.13%	98
2023 Q1	$223K	Buy	+2,118	New	+$228K	0.16%	101

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCA Investment Advisory Services's VYM Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 1,630 shares — an estimated $208K sold.

PCA Investment Advisory Services first reported a position in VYM in Q1 2023 and held it in 5 quarters. The position peaked at $229K in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

PCA Investment Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 1,630 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $208K.
PCA Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 5 quarters.
PCA Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $229K in Q3 2024.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.