Sightline Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sightline Wealth 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 Q2	–	Sell	-1,511	Closed	-$224K	–	96
2026 Q1	$224K	Sell	1,511 -4,287	-74%	-$645K	0.09%	80
2025 Q4	$832K	Sell	5,798 -1,489	-20%	-$212K	0.35%	43
2025 Q3	$1.03M	Buy	7,287 +1,259	+21%	+$173K	0.46%	37
2025 Q2	$804K	Buy	6,028 +1,884	+45%	+$239K	0.39%	40
2025 Q1	$534K	Buy	4,144 +717	+21%	+$93.9K	0.28%	47
2024 Q4	$437K	Sell	3,427 -178	-5%	-$23.2K	0.24%	52
2024 Q3	$462K	Sell	3,605 -403	-10%	-$49.8K	0.25%	48
2024 Q2	$475K	Sell	4,008 -186	-4%	-$22.1K	0.3%	50
2024 Q1	$507K	Sell	4,194 -6,841	-62%	-$784K	0.33%	48
2023 Q4	$1.23M	Buy	11,035 +694	+7%	+$72.9K	0.94%	23
2023 Q3	$1.07M	Buy	+10,341	New	+$1.11M	1%	22
2022 Q3	–	Sell	-9,828	Closed	-$995K	–	54
2022 Q2	$995K	Sell	9,828 -144	-1%	-$15.6K	0.97%	18
2022 Q1	$1.12M	Buy	+9,972	New	+$1.11M	0.93%	16

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sightline Wealth Advisors's VYM Position: Q2 2026 in Review

Sightline Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,511 shares — an estimated $224K sold.

Sightline Wealth Advisors first reported a position in VYM in Q1 2022 and held it in 13 quarters. The position peaked at $1.23M in Q4 2023. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sightline Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 1,511 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $224K.
Sightline Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 13 quarters.
Sightline Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $1.23M in Q4 2023.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.