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ShoreHaven Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

ShoreHaven Wealth Partners’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 		$214K Sell
1,357
-11
-0.8% -$1.72K 0.07% 102
2026
Q1 		$203K Buy
+1,368
New +$206K 0.07% 102
2025
Q4 		– Sell
-1,442
Closed -$203K – 112
2025
Q3 		$203K Buy
+1,442
New +$198K 0.08% 98
2025
Q2 		– Sell
-1,827
Closed -$236K – 101
2025
Q1 		$236K Sell
1,827
-232
-11% -$30.4K 0.11% 84
2024
Q4 		$263K Sell
2,059
-235
-10% -$30.6K 0.12% 83
2024
Q3 		$294K Sell
2,294
-150
-6% -$18.5K 0.14% 74
2024
Q2 		$290K Sell
2,444
-98
-4% -$11.6K 0.15% 69
2024
Q1 		$308K Sell
2,542
-62
-2% -$7.1K 0.17% 67
2023
Q4 		$291K Sell
2,604
-326
-11% -$34.3K 0.18% 65
2023
Q3 		$303K Sell
2,930
-9
-0.3% -$966 0.21% 56
2023
Q2 		$312K Buy
+2,939
New +$308K 0.21% 52

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ShoreHaven Wealth Partners's VYM Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.8% in Q2 2026, selling an estimated $1.72K and leaving 1,357 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #102.

ShoreHaven Wealth Partners first reported a position in VYM in Q2 2023 and has held it in 11 quarters since. The position peaked at $312K in Q2 2023. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • ShoreHaven Wealth Partners held 1,357 shares of Vanguard High Dividend Yield ETF worth $214K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 11 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.72K.
  • Vanguard High Dividend Yield ETF made up 0.07% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • ShoreHaven Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 11 quarters since.
  • ShoreHaven Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $312K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.