Platform Technology Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Platform Technology 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	$3.43M	Sell	21,709 -146	-0.7%	-$22.8K	0.56%	42
2026 Q1	$3.24M	Hold	21,855	–	–	0.62%	40
2025 Q4	$3.14M	Hold	21,855	–	–	0.67%	32
2025 Q3	$3.08M	Sell	21,855 -141	-0.6%	-$19.4K	0.74%	30
2025 Q2	$2.93M	Hold	21,996	–	–	0.77%	29
2025 Q1	$2.84M	Hold	21,996	–	–	0.83%	29
2024 Q4	$2.81M	Hold	21,996	–	–	0.85%	31
2024 Q3	$2.82M	Hold	21,996	–	–	0.89%	26
2024 Q2	$2.61M	Buy	+21,996	New	+$2.61M	0.9%	23
2023 Q4	$2.5M	Hold	21,996	–	–	0.97%	22
2023 Q3	$2.27M	Buy	21,996 +1,250	+6%	+$134K	1.06%	19
2023 Q2	$2.21M	Sell	20,746 -237	-1%	-$24.9K	1.04%	21
2023 Q1	$2.21M	Hold	20,983	–	–	1.09%	19
2022 Q4	$2.27M	Hold	20,983	–	–	1.17%	16
2022 Q3	$1.99M	Hold	20,983	–	–	1.13%	17
2022 Q2	$2.13M	Hold	20,983	–	–	1.16%	17
2022 Q1	$2.35M	Sell	20,983 -100	-0.5%	-$11.2K	1.13%	16
2021 Q4	$2.36M	Buy	21,083 +49	+0.2%	+$5.33K	1.04%	15
2021 Q3	$2.17M	Hold	21,034	–	–	0.99%	16
2021 Q2	$2.2M	Buy	+21,034	New	+$2.21M	0.91%	16
2020 Q4	$1.93M	Hold	21,034	–	–	0.94%	19
2020 Q3	$1.7M	Hold	21,034	–	–	1.04%	18
2020 Q2	$1.66M	Buy	21,034 +9,702	+86%	+$754K	1.16%	17
2020 Q1	$802K	Buy	+11,332	New	+$974K	0.73%	29

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

Platform Technology Partners's VYM Position: Q2 2026 in Review

Platform Technology Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.67% in Q2 2026, selling an estimated $22.8K and leaving 21,709 shares worth $3.43M. The position accounts for 0.56% of the portfolio, ranked #42.

Platform Technology Partners first reported a position in VYM in Q1 2020 and has held it in 24 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Platform Technology Partners held 21,709 shares of Vanguard High Dividend Yield ETF worth $3.43M as of Q2 2026.
Platform Technology Partners sold 146 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $22.8K.
Vanguard High Dividend Yield ETF made up 0.56% of Platform Technology Partners's portfolio in Q2 2026, its #42 holding.
Platform Technology Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 24 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.