SeaCrest Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SeaCrest Wealth Management’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	$697K	Buy	4,413 +52	+1%	+$8.13K	0.08%	222
2026 Q1	$646K	Buy	4,361 +343	+9%	+$51.6K	0.07%	267
2025 Q4	$583K	Sell	4,018 -599	-13%	-$85.2K	0.06%	284
2025 Q3	$652K	Buy	4,617 +12	+0.3%	+$1.65K	0.07%	260
2025 Q2	$614K	Sell	4,605 -110	-2%	-$13.9K	0.07%	267
2025 Q1	$608K	Sell	4,715 -12	-0.3%	-$1.57K	0.07%	278
2024 Q4	$603K	Sell	4,727 -1,024	-18%	-$134K	0.06%	293
2024 Q3	$737K	Buy	5,751 +1,747	+44%	+$216K	0.08%	249
2024 Q2	$475K	Sell	4,004 -19	-0.5%	-$2.25K	0.05%	331
2024 Q1	$487K	Sell	4,023 -199	-5%	-$22.8K	0.06%	315
2023 Q4	$472K	Sell	4,222 -537	-11%	-$56.4K	0.06%	324
2023 Q3	$492K	Sell	4,759 -469	-9%	-$50.3K	0.06%	310
2023 Q2	$555K	Buy	5,228 +397	+8%	+$41.6K	0.07%	291
2023 Q1	$510K	Buy	4,831 +141	+3%	+$15.2K	0.07%	318
2022 Q4	$507K	Buy	4,690 +76	+2%	+$8.09K	0.07%	317
2022 Q3	$438K	Buy	4,614 +1,487	+48%	+$155K	0.07%	336
2022 Q2	$318K	Sell	3,127 -143	-4%	-$15.5K	0.04%	451
2022 Q1	$367K	Buy	+3,270	New	+$365K	0.04%	454
2021 Q3	–	Sell	-3,899	Closed	-$408K	–	724
2021 Q2	$408K	Buy	3,899 +765	+24%	+$80.3K	0.05%	402
2021 Q1	$317K	Buy	3,134 +457	+17%	+$44.1K	0.04%	450
2020 Q4	$245K	Buy	+2,677	New	+$233K	0.03%	500
2020 Q2	–	Sell	-3,283	Closed	-$232K	–	585
2020 Q1	$232K	Sell	3,283 -579	-15%	-$49.7K	0.05%	398
2019 Q4	$362K	Buy	+3,862	New	+$350K	0.06%	351
2019 Q2	–	Sell	-1,260	Closed	-$108K	–	1827
2019 Q1	$108K	Hold	1,260	–	–	0.02%	666
2018 Q4	$98K	Sell	1,260 -796	-39%	-$66.4K	0.02%	667
2018 Q3	$179K	Sell	2,056 -49	-2%	-$4.24K	0.03%	546
2018 Q2	$175K	Sell	2,105 -29	-1%	-$2.43K	0.03%	538
2018 Q1	$176K	Buy	2,134 +1,090	+104%	+$93.7K	0.03%	521
2017 Q4	$89K	Buy	+1,044	New	+$87.3K	0.02%	754

Other funds holding VYM

MWA

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SeaCrest Wealth Management's VYM Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, buying an estimated $8.13K and bringing the position to 4,413 shares worth $697K. The position accounts for 0.08% of the portfolio, ranked #222.

SeaCrest Wealth Management first reported a position in VYM in Q4 2017 and has held it in 29 quarters since. The position peaked at $737K in Q3 2024. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

SeaCrest Wealth Management held 4,413 shares of Vanguard High Dividend Yield ETF worth $697K as of Q2 2026.
SeaCrest Wealth Management bought 52 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $8.13K.
Vanguard High Dividend Yield ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q2 2026, its #222 holding.
SeaCrest Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 29 quarters since.
SeaCrest Wealth Management's Vanguard High Dividend Yield ETF position peaked at $737K in Q3 2024.
456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.