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Private Wealth Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Wealth Management Group’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
-100
Closed -$14.8K – 1517
2026
Q1 		$14.8K Hold
100
– – ﹤0.01% 409
2025
Q4 		$14.4K Buy
+100
New +$14.2K ﹤0.01% 407
2024
Q3 		– Sell
-5
Closed -$603 – 1551
2024
Q2 		$603 Buy
+5
New +$593 ﹤0.01% 1394

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Wealth Management Group's VYM Position: Q2 2026 in Review

Private Wealth Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 100 shares — an estimated $14.8K sold.

Private Wealth Management Group first reported a position in VYM in Q2 2024 and held it in 3 quarters. The position peaked at $14.8K in Q1 2026. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Private Wealth Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 100 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $14.8K.
  • Private Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $14.8K in Q1 2026.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.