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

PSI 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
-294
Closed -$37.9K – 688
2025
Q1 		$37.9K Sell
294
-322
-52% -$42.2K 0.01% 280
2024
Q4 		$78.6K Sell
616
-116
-16% -$15.1K 0.02% 209
2024
Q3 		$93.8K Buy
732
+55
+8% +$6.79K 0.03% 199
2024
Q2 		$80.3K Buy
677
+214
+46% +$25.4K 0.03% 204
2024
Q1 		$56K Sell
463
-139
-23% -$15.9K 0.02% 239
2023
Q4 		$67.2K Sell
602
-1,006
-63% -$106K 0.03% 226
2023
Q3 		$166K Hold
1,608
– – 0.07% 138
2023
Q2 		$171K Buy
1,608
+1
+0.1% +$105 0.07% 134
2023
Q1 		$170K Buy
1,607
+80
+5% +$8.6K 0.08% 128
2022
Q4 		$165K Sell
1,527
-682
-31% -$72.6K 0.09% 118
2022
Q3 		$210K Hold
2,209
– – 0.11% 110
2022
Q2 		$225K Buy
2,209
+918
+71% +$99.5K 0.11% 116
2022
Q1 		$145K Buy
1,291
+755
+141% +$84.2K 0.06% 162
2021
Q4 		$60K Hold
536
– – 0.02% 263
2021
Q3 		$55K Buy
+536
New +$56.7K 0.03% 278
2020
Q1 		– Sell
-888
Closed -$83K – 600
2019
Q4 		$83K Buy
+888
New +$80.5K 0.05% 207

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PSI Advisors's VYM Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 294 shares — an estimated $37.9K sold.

PSI Advisors first reported a position in VYM in Q4 2019 and held it in 16 quarters. The position peaked at $225K in Q2 2022. 1,806 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • PSI Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 294 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $37.9K.
  • PSI Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Vanguard High Dividend Yield ETF position peaked at $225K in Q2 2022.
  • 1,806 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.