Pine Valley Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pine Valley Investments’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	$732K	Sell	4,629 -312	-6%	-$48.8K	0.03%	345
2026 Q1	$732K	Buy	4,941 +409	+9%	+$61.5K	0.03%	331
2025 Q4	$650K	Buy	4,532 +1	+0%	+$142	0.03%	331
2025 Q3	$639K	Sell	4,531 -198	-4%	-$27.2K	0.03%	316
2025 Q2	$630K	Buy	4,729 +1,271	+37%	+$161K	0.04%	315
2025 Q1	$446K	Sell	3,458 -480	-12%	-$62.8K	0.03%	353
2024 Q4	$502K	Buy	3,938 +51	+1%	+$6.65K	0.03%	336
2024 Q3	$498K	Sell	3,887 -250	-6%	-$30.9K	0.03%	323
2024 Q2	$491K	Sell	4,137 -372	-8%	-$44.1K	0.03%	309
2024 Q1	$546K	Buy	4,509 +235	+5%	+$26.9K	0.04%	296
2023 Q4	$477K	Buy	4,274 +103	+2%	+$10.8K	0.03%	307
2023 Q3	$431K	Buy	+4,171	New	+$448K	0.04%	315

Other funds holding VYM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Pine Valley Investments's VYM Position: Q2 2026 in Review

Pine Valley Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.3% in Q2 2026, selling an estimated $48.8K and leaving 4,629 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #345.

Pine Valley Investments first reported a position in VYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $732K in Q1 2026. 1,346 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Pine Valley Investments held 4,629 shares of Vanguard High Dividend Yield ETF worth $732K as of Q2 2026.
Pine Valley Investments sold 312 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $48.8K.
Vanguard High Dividend Yield ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #345 holding.
Pine Valley Investments first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 12 quarters since.
Pine Valley Investments's Vanguard High Dividend Yield ETF position peaked at $732K in Q1 2026.
1,346 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.