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Prevail Innovative Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q2 		– Sell
-2,545
Closed -$328K – 228
2025
Q1 		$328K Sell
2,545
-1,923
-43% -$252K 0.09% 154
2024
Q4 		$570K Buy
+4,468
New +$583K 0.17% 118

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's VYM Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 2,545 shares — an estimated $328K sold.

Prevail Innovative Wealth Advisors first reported a position in VYM in Q4 2024 and held it in 2 quarters. The position peaked at $570K in Q4 2024. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 2,545 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $328K.
  • Prevail Innovative Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $570K in Q4 2024.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.