Perryman Financial Advisory’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
Q1
$968K Sell
6,538
-177
-3% -$26.6K 0.15% 96
2025
Q4
$964K Buy
+6,715
New +$955K 0.14% 90

Other funds holding VYM

Perryman Financial Advisory's VYM Position: Q1 2026 in Review

Perryman Financial Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q1 2026, selling an estimated $26.6K and leaving 6,538 shares worth $968K. The position accounts for 0.15% of the portfolio, ranked #96.

Perryman Financial Advisory first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Perryman Financial Advisory held 6,538 shares of Vanguard High Dividend Yield ETF worth $968K as of Q1 2026.
  • Perryman Financial Advisory sold 177 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $26.6K.
  • Vanguard High Dividend Yield ETF made up 0.15% of Perryman Financial Advisory's portfolio in Q1 2026, its #96 holding.
  • Perryman Financial Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.