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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.68M Sell
16,935
-1,469
-8% -$230K 0.45% 66
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

Precedent Wealth Partners's VYM Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8% in Q2 2026, selling an estimated $230K and leaving 16,935 shares worth $2.68M. The position accounts for 0.45% of the portfolio, ranked #66.

Precedent Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Precedent Wealth Partners held 16,935 shares of Vanguard High Dividend Yield ETF worth $2.68M as of Q2 2026.
  • Precedent Wealth Partners sold 1,469 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $230K.
  • Vanguard High Dividend Yield ETF made up 0.45% of Precedent Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Precedent Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $2.73M in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.