Prosperity Consulting Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prosperity Consulting 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	$544K	Sell	3,442 -16	-0.5%	-$2.5K	0.02%	372
2026 Q1	$512K	Hold	3,458	–	–	0.02%	353
2025 Q4	$496K	Buy	3,458 +1,101	+47%	+$157K	0.02%	359
2025 Q3	$332K	Sell	2,357 -920	-28%	-$126K	0.02%	398
2025 Q2	$437K	Hold	3,277	–	–	0.03%	323
2025 Q1	$423K	Sell	3,277 -1,873	-36%	-$245K	0.03%	321
2024 Q4	$657K	Sell	5,150 -29	-0.6%	-$3.78K	0.05%	270
2024 Q3	$664K	Sell	5,179 -42	-0.8%	-$5.18K	0.05%	272
2024 Q2	$619K	Sell	5,221 -1,827	-26%	-$217K	0.08%	165
2024 Q1	$853K	Buy	+7,048	New	+$808K	0.11%	141

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 22.96% 1-Year Est. Return

Prosperity Consulting Group's VYM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.46% in Q2 2026, selling an estimated $2.5K and leaving 3,442 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #372.

Prosperity Consulting Group first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $853K in Q1 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Prosperity Consulting Group held 3,442 shares of Vanguard High Dividend Yield ETF worth $544K as of Q2 2026.
Prosperity Consulting Group sold 16 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.5K.
Vanguard High Dividend Yield ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #372 holding.
Prosperity Consulting Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's Vanguard High Dividend Yield ETF position peaked at $853K in Q1 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.