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

Potentia Wealth’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	–	Sell	-1,554	Closed	-$230K	–	96
2026 Q1	$230K	Hold	1,554	–	–	0.09%	81
2025 Q4	$223K	Hold	1,554	–	–	0.08%	89
2025 Q3	$219K	Hold	1,554	–	–	0.08%	90
2025 Q2	$207K	Hold	1,554	–	–	0.12%	67
2025 Q1	$200K	Sell	1,554 -187	-11%	-$24.5K	0.09%	88
2024 Q4	$222K	Buy	+1,741	New	+$227K	0.1%	92

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 22.9% 1-Year Est. Return

Potentia Wealth's VYM Position: Q2 2026 in Review

Potentia Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,554 shares — an estimated $230K sold.

Potentia Wealth first reported a position in VYM in Q4 2024 and held it in 6 quarters. The position peaked at $230K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Potentia Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 1,554 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $230K.
Potentia Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Vanguard High Dividend Yield ETF position peaked at $230K in Q1 2026.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.