Perspective Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
Other funds holding VYM
Perspective Wealth Advisors's VYM Position: Q2 2026 in Review
Perspective Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q2 2026, buying an estimated $7.34K and bringing the position to 2,258 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #59.
Perspective Wealth Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Perspective Wealth Advisors held 2,258 shares of Vanguard High Dividend Yield ETF worth $357K as of Q2 2026.
- Perspective Wealth Advisors bought 47 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.34K.
- Vanguard High Dividend Yield ETF made up 0.2% of Perspective Wealth Advisors's portfolio in Q2 2026, its #59 holding.
- Perspective Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
- 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.