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Retirement Wealth Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Retirement Wealth Solutions’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
Q3 		$237 Hold
2
– – ﹤0.01% 870
2026
Q2 		$240 Hold
2
– – ﹤0.01% 770
2026
Q1 		$224 Buy
2
+1
+100% +$150 ﹤0.01% 776
2025
Q4 		$216 Hold
1
– – ﹤0.01% 732
2025
Q3 		$210 Hold
1
– – ﹤0.01% 761
2025
Q2 		$198 Hold
1
– – ﹤0.01% 402
2025
Q1 		$190 Hold
1
– – ﹤0.01% 389
2024
Q4 		$185 Buy
+1
New +$130 ﹤0.01% 393

Other funds holding VYM

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Retirement Wealth Solutions's VYM Position: Q3 2026 in Review

Retirement Wealth Solutions held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 2 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Retirement Wealth Solutions first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $240 in Q2 2026. 121 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Retirement Wealth Solutions held 2 shares of Vanguard High Dividend Yield ETF worth $237 as of Q3 2026.
  • Retirement Wealth Solutions left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #870 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Vanguard High Dividend Yield ETF position peaked at $240 in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.