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Prossimo Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prossimo 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
-9,545
Closed -$1.23M – 143
2025
Q1 		$1.23M Hold
9,545
– – 0.93% 23
2024
Q4 		$1.22M Hold
9,545
– – 0.88% 26
2024
Q3 		$1.22M Hold
9,545
– – 0.89% 25
2024
Q2 		$1.13M Buy
+9,545
New +$1.13M 1.02% 21
2023
Q3 		– Sell
-9,546
Closed -$1.01M – 122
2023
Q2 		$1.01M Buy
+9,546
New +$1M 0.98% 25

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

Prossimo Advisors's VYM Position: Q2 2025 in Review

Prossimo Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 9,545 shares — an estimated $1.23M sold.

Prossimo Advisors first reported a position in VYM in Q2 2023 and held it in 5 quarters. The position peaked at $1.23M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Prossimo Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Prossimo Advisors sold 9,545 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $1.23M.
  • Prossimo Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 5 quarters.
  • Prossimo Advisors's Vanguard High Dividend Yield ETF position peaked at $1.23M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Prossimo Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.