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

Precedent Wealth 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 Q1	$2.73M	Buy	18,404 +319	+2%	+$48K	0.55%	58
2025 Q4	$2.6M	Buy	18,085 +13	+0.1%	+$1.85K	0.54%	60
2025 Q3	$2.55M	Buy	18,072 +185	+1%	+$25.4K	0.56%	54
2025 Q2	$2.38M	Buy	17,887 +547	+3%	+$69.3K	0.58%	51
2025 Q1	$2.24M	Buy	17,340 +5,614	+48%	+$735K	0.62%	48
2024 Q4	$1.5M	Buy	11,726 +11	+0.1%	+$1.43K	0.49%	58
2024 Q3	$1.5M	Buy	11,715 +1,322	+13%	+$163K	0.5%	54
2024 Q2	$1.23M	Buy	10,393 +2,973	+40%	+$353K	0.5%	53
2024 Q1	$898K	Buy	7,420 +868	+13%	+$99.5K	0.39%	69
2023 Q4	$731K	Buy	+6,552	New	+$688K	0.37%	71

Other funds holding VYM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return