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

Realta Investment 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
2026 Q2	$287K	Buy	1,815 +23	+1%	+$3.6K	0.09%	176
2026 Q1	$265K	Sell	1,792 -720	-29%	-$108K	0.09%	175
2025 Q4	$361K	Sell	2,512 -884	-26%	-$126K	0.12%	152
2025 Q3	$479K	Buy	3,396 +1,073	+46%	+$147K	0.16%	125
2025 Q2	$310K	Sell	2,323 -86	-4%	-$10.9K	0.12%	140
2025 Q1	$311K	Buy	2,409 +79	+3%	+$10.3K	0.14%	137
2024 Q4	$299K	Buy	+2,330	New	+$304K	0.12%	143
2024 Q3	–	Sell	-304	Closed	-$36.1K	–	770
2024 Q2	$36.1K	Buy	304 +211	+227%	+$25K	0.01%	565
2024 Q1	$11.2K	Sell	93 -10,500	-99%	-$1.2M	﹤0.01%	688
2023 Q4	$1.18M	Sell	10,593 -8,491	-44%	-$892K	0.27%	93
2023 Q3	$2.02M	Hold	19,084	–	–	0.47%	41
2023 Q2	$2.02M	Sell	19,084 -2	-0%	-$210	0.44%	41
2023 Q1	$2.01M	Sell	19,086 -17,190	-47%	-$1.85M	0.49%	44
2022 Q4	$3.93M	Buy	36,276 +1,998	+6%	+$213K	0.96%	10
2022 Q3	$3.25M	Buy	34,278 +2,210	+7%	+$230K	0.85%	13
2022 Q2	$3.29M	Sell	32,068 -4,284	-12%	-$464K	0.81%	19
2022 Q1	$4.08M	Buy	36,352 +6,258	+21%	+$698K	0.81%	17
2021 Q4	$3.37M	Buy	30,094 +591	+2%	+$64.3K	0.74%	22
2021 Q3	$3.05M	Buy	29,503 +128	+0.4%	+$13.5K	0.72%	23
2021 Q2	$3.08M	Buy	29,375 +2,227	+8%	+$234K	0.73%	22
2021 Q1	$2.74M	Buy	27,148 +24,390	+884%	+$2.35M	0.72%	25
2020 Q4	$252K	Buy	+2,758	New	+$240K	0.07%	270
2020 Q3	–	Sell	-2,599	Closed	-$205K	–	373
2020 Q2	$205K	Buy	+2,599	New	+$202K	0.07%	313
2020 Q1	–	Sell	-152	Closed	-$14K	–	1384
2019 Q4	$14K	Hold	152	–	–	﹤0.01%	1052
2019 Q3	$13K	Sell	152 -33	-18%	-$2.89K	﹤0.01%	1053
2019 Q2	$16K	Buy	185 +72	+64%	+$6.23K	﹤0.01%	1022
2019 Q1	$10K	Buy	+113	New	+$9.44K	﹤0.01%	911

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Realta Investment Advisors's VYM Position: Q2 2026 in Review

Realta Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,815 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #176.

Realta Investment Advisors first reported a position in VYM in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.08M in Q1 2022. 1,146 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Realta Investment Advisors held 1,815 shares of Vanguard High Dividend Yield ETF worth $287K as of Q2 2026.
Realta Investment Advisors bought 23 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.6K.
Vanguard High Dividend Yield ETF made up 0.09% of Realta Investment Advisors's portfolio in Q2 2026, its #176 holding.
Realta Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 27 quarters since.
Realta Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $4.08M in Q1 2022.
1,146 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.