SWM
VYM icon

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

SigFig 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 		$1.07M Buy
6,743
+689
+11% +$108K 0.03% 99
2026
Q1 		$897K Sell
6,054
-662
-10% -$99.5K 0.03% 100
2025
Q4 		$964K Buy
6,716
+535
+9% +$76.1K 0.03% 99
2025
Q3 		$868K Buy
6,181
+290
+5% +$39.9K 0.03% 97
2025
Q2 		$781K Buy
5,891
+612
+12% +$77.5K 0.03% 101
2025
Q1 		$673K Buy
5,279
+594
+13% +$77.8K 0.02% 99
2024
Q4 		$596K Buy
4,685
+95
+2% +$12.4K 0.02% 100
2024
Q3 		$586K Buy
4,590
+175
+4% +$21.6K 0.02% 102
2024
Q2 		$524K Buy
4,415
+504
+13% +$59.8K 0.02% 106
2024
Q1 		$473K Sell
3,911
-419
-10% -$48K 0.02% 113
2023
Q4 		$483K Buy
4,330
+233
+6% +$24.5K 0.02% 107
2023
Q3 		$423K Buy
4,097
+583
+17% +$62.6K 0.02% 103
2023
Q2 		$370K Buy
3,514
+841
+31% +$88.2K 0.01% 102
2023
Q1 		$282K Buy
+2,673
New +$287K 0.02% 95

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 $873M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return