Perfromance Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Perfromance Wealth Partners’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	$18.8M	Sell	118,890 -17,482	-13%	-$2.73M	0.47%	20
2026 Q1	$20.2M	Sell	136,372 -235	-0.2%	-$35.3K	0.59%	17
2025 Q4	$19.6M	Sell	136,607 -201	-0.1%	-$28.6K	0.53%	20
2025 Q3	$19.3M	Sell	136,808 -1,508	-1%	-$207K	0.54%	19
2025 Q2	$18.4M	Buy	138,316 +5,349	+4%	+$678K	0.59%	21
2025 Q1	$17.1M	Buy	132,967 +6,877	+5%	+$900K	0.61%	20
2024 Q4	$16.1M	Buy	126,090 +3,275	+3%	+$427K	0.52%	20
2024 Q3	$15.7M	Sell	122,815 -59,968	-33%	-$7.4M	0.54%	19
2024 Q2	$21.7M	Sell	182,783 -94,714	-34%	-$11.2M	0.8%	16
2024 Q1	$33.6M	Sell	277,497 -270,989	-49%	-$31M	1.41%	10
2023 Q4	$61.2M	Sell	548,486 -5,935	-1%	-$624K	2.69%	7
2023 Q3	$57.3M	Buy	554,421 +9,464	+2%	+$1.02M	2.78%	7
2023 Q2	$57.8M	Sell	544,957 -1,649	-0.3%	-$173K	2.66%	7
2023 Q1	$57.7M	Buy	546,606 +33,282	+6%	+$3.58M	2.96%	7
2022 Q4	$55.5M	Buy	513,324 +23,764	+5%	+$2.53M	3.34%	7
2022 Q3	$46.4M	Buy	489,560 +152,062	+45%	+$15.8M	2.69%	7
2022 Q2	$34.3M	Buy	337,498 +111,419	+49%	+$12.1M	1.93%	9
2022 Q1	$25.4M	Buy	226,079 +31,401	+16%	+$3.5M	1.11%	17
2021 Q4	$21.8M	Buy	+194,678	New	+$21.2M	0.88%	19

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Perfromance Wealth Partners's VYM Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, selling an estimated $2.73M and leaving 118,890 shares worth $18.8M. The position accounts for 0.47% of the portfolio, ranked #20.

Perfromance Wealth Partners first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.2M in Q4 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Perfromance Wealth Partners held 118,890 shares of Vanguard High Dividend Yield ETF worth $18.8M as of Q2 2026.
Perfromance Wealth Partners sold 17,482 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.73M.
Vanguard High Dividend Yield ETF made up 0.47% of Perfromance Wealth Partners's portfolio in Q2 2026, its #20 holding.
Perfromance Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $61.2M in Q4 2023.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.