PDS Planning’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
Q2 | $932K | Buy |
5,896
+20
| +0.3% | +$3.13K | 0.05% | 166 |
|
|
2026
Q1 | $870K | Buy |
5,876
+2,379
| +68% | +$358K | 0.06% | 164 |
|
|
2025
Q4 | $502K | Buy |
3,497
+76
| +2% | +$10.8K | 0.03% | 254 |
|
|
2025
Q3 | $482K | Sell |
3,421
-740
| -18% | -$102K | 0.03% | 257 |
|
|
2025
Q2 | $555K | Sell |
4,161
-664
| -14% | -$84.1K | 0.04% | 215 |
|
|
2025
Q1 | $622K | Buy |
4,825
+10
| +0.2% | +$1.31K | 0.05% | 178 |
|
|
2024
Q4 | $614K | Buy |
4,815
+11
| +0.2% | +$1.43K | 0.05% | 157 |
|
|
2024
Q3 | $616K | Buy |
4,804
+10
| +0.2% | +$1.24K | 0.06% | 158 |
|
|
2024
Q2 | $569K | Buy |
4,794
+13
| +0.3% | +$1.54K | 0.06% | 150 |
|
|
2024
Q1 | $578K | Buy |
4,781
+8
| +0.2% | +$917 | 0.06% | 143 |
|
|
2023
Q4 | $533K | Sell |
4,773
-2,203
| -32% | -$231K | 0.06% | 140 |
|
|
2023
Q3 | $721K | Buy |
6,976
+11
| +0.2% | +$1.18K | 0.09% | 96 |
|
|
2023
Q2 | $739K | Buy |
6,965
+12
| +0.2% | +$1.26K | 0.09% | 96 |
|
|
2023
Q1 | $734K | Buy |
6,953
+10
| +0.1% | +$1.08K | 0.1% | 89 |
|
|
2022
Q4 | $751K | Buy |
6,943
+13
| +0.2% | +$1.38K | 0.12% | 73 |
|
|
2022
Q3 | $658K | Sell |
6,930
-1,412
| -17% | -$147K | 0.12% | 72 |
|
|
2022
Q2 | $848K | Buy |
8,342
+29
| +0.3% | +$3.14K | 0.15% | 65 |
|
|
2022
Q1 | $933K | Buy |
8,313
+1,027
| +14% | +$115K | 0.16% | 62 |
|
|
2021
Q4 | $817K | Buy |
7,286
+652
| +10% | +$70.9K | 0.16% | 65 |
|
|
2021
Q3 | $686K | Buy |
6,634
+750
| +13% | +$79.3K | 0.16% | 68 |
|
|
2021
Q2 | $616K | Buy |
5,884
+214
| +4% | +$22.5K | 0.15% | 75 |
|
|
2021
Q1 | $573K | Buy |
5,670
+2,383
| +72% | +$230K | 0.17% | 71 |
|
|
2020
Q4 | $301K | Sell |
3,287
-881
| -21% | -$76.5K | 0.1% | 109 |
|
|
2020
Q3 | $337K | Buy |
4,168
+670
| +19% | +$54.9K | 0.14% | 84 |
|
|
2020
Q2 | $276K | Buy |
3,498
+575
| +20% | +$44.7K | 0.13% | 93 |
|
|
2020
Q1 | $207K | Sell |
2,923
-29,523
| -91% | -$2.54M | 0.13% | 89 |
|
|
2019
Q4 | $3.04M | Buy |
32,446
+1,995
| +7% | +$181K | 1.92% | 15 |
|
|
2019
Q3 | $2.7M | Buy |
30,451
+1,103
| +4% | +$96.5K | 1.88% | 18 |
|
|
2019
Q2 | $2.56M | Sell |
29,348
-367
| -1% | -$31.7K | 1.91% | 18 |
|
|
2019
Q1 | $2.54M | Buy |
29,715
+1,151
| +4% | +$96.1K | 1.98% | 16 |
|
|
2018
Q4 | $2.23M | Buy |
28,564
+1,234
| +5% | +$103K | 1.91% | 17 |
|
|
2018
Q3 | $2.38M | Buy |
27,330
+2,800
| +11% | +$242K | 2.04% | 16 |
|
|
2018
Q2 | $2.04M | Buy |
24,530
+898
| +4% | +$75.2K | 2.01% | 15 |
|
|
2018
Q1 | $1.95M | Sell |
23,632
-858
| -4% | -$73.8K | 1.97% | 14 |
|
|
2017
Q4 | $2.1M | Buy |
+24,490
| New | +$2.05M | 2.12% | 14 |
|
Other funds holding VYM
PDS Planning's VYM Position: Q2 2026 in Review
PDS Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.34% in Q2 2026, buying an estimated $3.13K and bringing the position to 5,896 shares worth $932K. The position accounts for 0.05% of the portfolio, ranked #166.
PDS Planning first reported a position in VYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.04M in Q4 2019. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- PDS Planning held 5,896 shares of Vanguard High Dividend Yield ETF worth $932K as of Q2 2026.
- PDS Planning bought 20 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.13K.
- Vanguard High Dividend Yield ETF made up 0.05% of PDS Planning's portfolio in Q2 2026, its #166 holding.
- PDS Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's Vanguard High Dividend Yield ETF position peaked at $3.04M in Q4 2019.
- 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.