River Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $533K | Sell |
3,374
-12
| -0.4% | -$1.88K | 0.06% | 155 |
|
|
2026
Q1 | $502K | Buy |
3,386
+7
| +0.2% | +$1.05K | 0.06% | 151 |
|
|
2025
Q4 | $485K | Buy |
3,379
+22
| +0.7% | +$3.13K | 0.05% | 150 |
|
|
2025
Q3 | $473K | Hold |
3,357
| – | – | 0.06% | 159 |
|
|
2025
Q2 | $448K | Sell |
3,357
-100
| -3% | -$12.7K | 0.06% | 158 |
|
|
2025
Q1 | $446K | Hold |
3,457
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $441K | Sell |
3,457
-108
| -3% | -$14.1K | 0.06% | 159 |
|
|
2024
Q3 | $457K | Sell |
3,565
-202
| -5% | -$24.9K | 0.06% | 151 |
|
|
2024
Q2 | $447K | Buy |
3,767
+572
| +18% | +$67.8K | 0.06% | 144 |
|
|
2024
Q1 | $387K | Buy |
3,195
+5
| +0.2% | +$573 | 0.06% | 156 |
|
|
2023
Q4 | $356K | Sell |
3,190
-1,367
| -30% | -$144K | 0.06% | 162 |
|
|
2023
Q3 | $471K | Sell |
4,557
-387
| -8% | -$41.5K | 0.08% | 142 |
|
|
2023
Q2 | $524K | Buy |
4,944
+9
| +0.2% | +$944 | 0.09% | 146 |
|
|
2023
Q1 | $521K | Sell |
4,935
-487
| -9% | -$52.4K | 0.09% | 143 |
|
|
2022
Q4 | $587K | Buy |
5,422
+1,220
| +29% | +$130K | 0.11% | 137 |
|
|
2022
Q3 | $399K | Sell |
4,202
-174
| -4% | -$18.1K | 0.09% | 150 |
|
|
2022
Q2 | $445K | Sell |
4,376
-223
| -5% | -$24.2K | 0.08% | 155 |
|
|
2022
Q1 | $516K | Buy |
4,599
+7
| +0.2% | +$781 | 0.08% | 150 |
|
|
2021
Q4 | $515K | Sell |
4,592
-24
| -0.5% | -$2.61K | 0.08% | 153 |
|
|
2021
Q3 | $477K | Buy |
4,616
+220
| +5% | +$23.3K | 0.08% | 153 |
|
|
2021
Q2 | $461K | Buy |
4,396
+8
| +0.2% | +$840 | 0.08% | 152 |
|
|
2021
Q1 | $444K | Buy |
4,388
+6
| +0.1% | +$579 | 0.08% | 154 |
|
|
2020
Q4 | $401K | Buy |
4,382
+9
| +0.2% | +$782 | 0.09% | 157 |
|
|
2020
Q3 | $354K | Buy |
4,373
+9
| +0.2% | +$737 | 0.09% | 155 |
|
|
2020
Q2 | $344K | Buy |
4,364
+414
| +10% | +$32.2K | 0.1% | 142 |
|
|
2020
Q1 | $279K | Buy |
3,950
+518
| +15% | +$44.5K | 0.11% | 135 |
|
|
2019
Q4 | $322K | Sell |
3,432
-234
| -6% | -$21.2K | 0.11% | 138 |
|
|
2019
Q3 | $325K | Sell |
3,666
-184
| -5% | -$16.1K | 0.12% | 138 |
|
|
2019
Q2 | $336K | Sell |
3,850
-187
| -5% | -$16.2K | 0.13% | 136 |
|
|
2019
Q1 | $346K | Sell |
4,037
-112
| -3% | -$9.36K | 0.14% | 128 |
|
|
2018
Q4 | $324K | Hold |
4,149
| – | – | 0.14% | 127 |
|
|
2018
Q3 | $361K | Buy |
4,149
+150
| +4% | +$13K | 0.13% | 133 |
|
|
2018
Q2 | $332K | Buy |
3,999
+121
| +3% | +$10.1K | 0.13% | 135 |
|
|
2018
Q1 | $320K | Sell |
3,878
-950
| -20% | -$81.7K | 0.13% | 134 |
|
|
2017
Q4 | $413K | Buy |
+4,828
| New | +$404K | 0.17% | 123 |
|
Other funds holding VYM
River Wealth Advisors's VYM Position: Q2 2026 in Review
River Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.35% in Q2 2026, selling an estimated $1.88K and leaving 3,374 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #155.
River Wealth Advisors first reported a position in VYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $587K in Q4 2022. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- River Wealth Advisors held 3,374 shares of Vanguard High Dividend Yield ETF worth $533K as of Q2 2026.
- River Wealth Advisors sold 12 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.88K.
- Vanguard High Dividend Yield ETF made up 0.06% of River Wealth Advisors's portfolio in Q2 2026, its #155 holding.
- River Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 35 quarters since.
- River Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $587K in Q4 2022.
- 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.