Revolve Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Revolve Wealth Partners’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	-2,152	Closed	-$278K	–	243
2025 Q1	$278K	Hold	2,152	–	–	0.04%	171
2024 Q4	$275K	Hold	2,152	–	–	0.04%	173
2024 Q3	$276K	Hold	2,152	–	–	0.04%	158
2024 Q2	$255K	Sell	2,152 -97	-4%	-$11.5K	0.04%	149
2024 Q1	$272K	Buy	+2,249	New	+$258K	0.05%	144
2023 Q1	–	Sell	-1,888	Closed	-$204K	–	151
2022 Q4	$204K	Sell	1,888 -750	-28%	-$79.8K	0.06%	139
2022 Q3	$250K	Buy	+2,638	New	+$274K	0.08%	106

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Revolve Wealth Partners's VYM Position: Q2 2025 in Review

Revolve Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 2,152 shares — an estimated $278K sold.

Revolve Wealth Partners first reported a position in VYM in Q3 2022 and held it in 7 quarters. The position peaked at $278K in Q1 2025. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Revolve Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
Revolve Wealth Partners sold 2,152 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $278K.
Revolve Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 7 quarters.
Revolve Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $278K in Q1 2025.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Revolve Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.