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

SFG 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 Q1	–	Sell	-2,214	Closed	-$318K	–	137
2025 Q4	$318K	Buy	2,214 +64	+3%	+$9.1K	0.12%	107
2025 Q3	$303K	Hold	2,150	–	–	0.13%	111
2025 Q2	$287K	Sell	2,150 -88	-4%	-$11.1K	0.17%	68
2025 Q1	$289K	Buy	2,238 +88	+4%	+$11.5K	0.14%	99
2024 Q4	$274K	Hold	2,150	–	–	0.14%	77
2024 Q3	$276K	Sell	2,150 -850	-28%	-$105K	0.15%	76
2024 Q2	$356K	Hold	3,000	–	–	0.2%	70
2024 Q1	$363K	Hold	3,000	–	–	0.22%	66
2023 Q4	$335K	Hold	3,000	–	–	0.22%	66
2023 Q3	$310K	Hold	3,000	–	–	0.25%	70
2023 Q2	$318K	Hold	3,000	–	–	0.27%	68
2023 Q1	$317K	Sell	3,000 -1,100	-27%	-$118K	0.35%	51
2022 Q4	$444K	Sell	4,100 -300	-7%	-$31.9K	0.55%	38
2022 Q3	$417K	Hold	4,400	–	–	0.56%	39
2022 Q2	$447K	Sell	4,400 -1,000	-19%	-$108K	0.52%	44
2022 Q1	$606K	Sell	5,400 -700	-11%	-$78.1K	0.57%	43
2021 Q4	$684K	Buy	+6,100	New	+$664K	0.61%	43

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

SFG Wealth Management's VYM Position: Q1 2026 in Review

SFG Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 2,214 shares — an estimated $318K sold.

SFG Wealth Management first reported a position in VYM in Q4 2021 and held it in 17 quarters. The position peaked at $684K in Q4 2021. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

SFG Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 2,214 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $318K.
SFG Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 17 quarters.
SFG Wealth Management's Vanguard High Dividend Yield ETF position peaked at $684K in Q4 2021.
2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.