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

Quadrant Private Wealth Management’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	-5,274	Closed	-$781K	–	309
2026 Q1	$781K	Buy	5,274 +232	+5%	+$34.9K	0.12%	145
2025 Q4	$724K	Buy	5,042 +403	+9%	+$57.3K	0.12%	139
2025 Q3	$654K	Buy	4,639 +731	+19%	+$100K	0.12%	137
2025 Q2	$521K	Buy	3,908 +61	+2%	+$7.73K	0.11%	148
2025 Q1	$496K	Buy	3,847 +526	+16%	+$68.9K	0.12%	141
2024 Q4	$424K	Buy	3,321 +637	+24%	+$83.1K	0.1%	163
2024 Q3	$344K	Buy	2,684 +153	+6%	+$18.9K	0.09%	178
2024 Q2	$300K	Buy	2,531 +570	+29%	+$67.6K	0.07%	188
2024 Q1	$237K	Buy	1,961 +102	+5%	+$11.7K	0.06%	203
2023 Q4	$208K	Buy	+1,859	New	+$195K	0.06%	213

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

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

Quadrant Private Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 5,274 shares — an estimated $781K sold.

Quadrant Private Wealth Management first reported a position in VYM in Q4 2023 and held it in 10 quarters. The position peaked at $781K in Q1 2026. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 5,274 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $781K.
Quadrant Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 10 quarters.
Quadrant Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $781K in Q1 2026.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.