Sentinel Pension Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sentinel Pension Advisors’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	$247K	Sell	1,670 -121	-7%	-$18.2K	0.04%	122
2025 Q4	$257K	Hold	1,791	–	–	0.04%	114
2025 Q3	$252K	Sell	1,791 -145	-7%	-$19.9K	0.04%	112
2025 Q2	$258K	Buy	1,936 +1	+0.1%	+$127	0.04%	104
2025 Q1	$250K	Buy	1,935 +1	+0.1%	+$131	0.05%	98
2024 Q4	$247K	Sell	1,934 -305	-14%	-$39.8K	0.05%	100
2024 Q3	$287K	Sell	2,239 -1,100	-33%	-$136K	0.06%	93
2024 Q2	$396K	Buy	3,339 +3	+0.1%	+$356	0.08%	81
2024 Q1	$404K	Buy	3,336 +28	+0.8%	+$3.21K	0.09%	74
2023 Q4	$369K	Sell	3,308 -464	-12%	-$48.8K	0.09%	71
2023 Q3	$390K	Sell	3,772 -16	-0.4%	-$1.72K	0.1%	72
2023 Q2	$402K	Buy	3,788 +19	+0.5%	+$1.99K	0.1%	71
2023 Q1	$399K	Buy	3,769 +74	+2%	+$7.96K	0.1%	68
2022 Q4	$400K	Sell	3,695 -2,500	-40%	-$266K	0.13%	63
2022 Q3	$588K	Sell	6,195 -4	-0.1%	-$416	0.21%	53
2022 Q2	$630K	Sell	6,199 -35	-0.6%	-$3.79K	0.21%	55
2022 Q1	$700K	Sell	6,234 -53	-0.8%	-$5.91K	0.24%	52
2021 Q4	$705K	Hold	6,287	–	–	0.22%	50
2021 Q3	$650K	Sell	6,287 -202	-3%	-$21.4K	0.22%	50
2021 Q2	$680K	Sell	6,489 -11,644	-64%	-$1.22M	0.24%	50
2021 Q1	$954K	Buy	18,133 +11,462	+172%	+$1.11M	0.35%	41
2020 Q4	$610K	Sell	6,671 -1,227	-16%	-$107K	0.22%	48
2020 Q3	$639K	Sell	7,898 -392	-5%	-$32.1K	0.25%	47
2020 Q2	$653K	Hold	8,290	–	–	0.27%	45
2020 Q1	$587K	Buy	+8,290	New	+$712K	0.29%	44

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sentinel Pension Advisors's VYM Position: Q1 2026 in Review

Sentinel Pension Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.8% in Q1 2026, selling an estimated $18.2K and leaving 1,670 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #122.

Sentinel Pension Advisors first reported a position in VYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $954K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Sentinel Pension Advisors held 1,670 shares of Vanguard High Dividend Yield ETF worth $247K as of Q1 2026.
Sentinel Pension Advisors sold 121 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $18.2K.
Vanguard High Dividend Yield ETF made up 0.04% of Sentinel Pension Advisors's portfolio in Q1 2026, its #122 holding.
Sentinel Pension Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 25 quarters since.
Sentinel Pension Advisors's Vanguard High Dividend Yield ETF position peaked at $954K in Q1 2021.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.