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

SOA 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	$488K	Buy	3,091 +9	+0.3%	+$1.41K	0.08%	127
2026 Q1	$457K	Sell	3,082 -338	-10%	-$50.8K	0.09%	126
2025 Q4	$491K	Sell	3,420 -638	-16%	-$90.7K	0.08%	125
2025 Q3	$572K	Buy	4,058 +724	+22%	+$99.5K	0.1%	111
2025 Q2	$444K	Sell	3,334 -830	-20%	-$105K	0.08%	128
2025 Q1	$537K	Sell	4,164 -53	-1%	-$6.94K	0.11%	108
2024 Q4	$538K	Sell	4,217 -210	-5%	-$27.4K	0.1%	110
2024 Q3	$567K	Sell	4,427 -1	-0%	-$123	0.11%	106
2024 Q2	$525K	Sell	4,428 -62	-1%	-$7.35K	0.11%	109
2024 Q1	$543K	Sell	4,490 -104	-2%	-$11.9K	0.11%	98
2023 Q4	$513K	Buy	4,594 +94	+2%	+$9.88K	0.11%	95
2023 Q3	$465K	Sell	4,500 -867	-16%	-$93K	0.12%	100
2023 Q2	$569K	Buy	5,367 +133	+3%	+$13.9K	0.13%	84
2023 Q1	$552K	Buy	5,234 +14	+0.3%	+$1.51K	0.14%	84
2022 Q4	$565K	Buy	5,220 +18	+0.3%	+$1.92K	0.15%	81
2022 Q3	$493K	Buy	5,202 +15	+0.3%	+$1.56K	0.15%	78
2022 Q2	$527K	Sell	5,187 -392	-7%	-$42.5K	0.16%	80
2022 Q1	$626K	Sell	5,579 -58	-1%	-$6.47K	0.15%	85
2021 Q4	$631K	Buy	5,637 +352	+7%	+$38.3K	0.15%	86
2021 Q3	$546K	Buy	5,285 +14	+0.3%	+$1.48K	0.14%	91
2021 Q2	$552K	Sell	5,271 -130	-2%	-$13.7K	0.14%	90
2021 Q1	$546K	Buy	5,401 +13	+0.2%	+$1.25K	0.15%	87
2020 Q4	$514K	Buy	+5,388	New	+$468K	0.14%	85

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

SOA Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.29% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,091 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #127.

SOA Wealth Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $631K in Q4 2021. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

SOA Wealth Advisors held 3,091 shares of Vanguard High Dividend Yield ETF worth $488K as of Q2 2026.
SOA Wealth Advisors bought 9 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.41K.
Vanguard High Dividend Yield ETF made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #127 holding.
SOA Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $631K in Q4 2021.
519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.