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Ritter Daniher Financial Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		$4.86M Sell
32,801
-262
-0.8% -$39.4K 0.82% 21
2025
Q4 		$4.75M Sell
33,063
-30
-0.1% -$4.27K 0.8% 24
2025
Q3 		$4.66M Buy
33,093
+32,641
+7,221% +$4.49M 0.82% 24
2025
Q2 		$60.3K Buy
452
+16
+4% +$2.03K 0.01% 159
2025
Q1 		$56.2K Sell
436
-140
-24% -$18.3K 0.02% 154
2024
Q4 		$73.5K Hold
576
– – 0.02% 134
2024
Q3 		$73.8K Hold
576
– – 0.02% 127
2024
Q2 		$68.3K Hold
576
– – 0.02% 127
2024
Q1 		$69.7K Sell
576
-28
-5% -$3.21K 0.02% 126
2023
Q4 		$67.4K Buy
+604
New +$63.5K 0.03% 128

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return