Sound Income Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sound Income Strategies’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	$819K	Sell	5,183 -30	-0.6%	-$4.69K	0.04%	230
2026 Q1	$771K	Buy	5,213 +100	+2%	+$15K	0.04%	197
2025 Q4	$761K	Buy	5,113 +1,790	+54%	+$255K	0.04%	209
2025 Q3	$466K	Sell	3,323 -162	-5%	-$22.3K	0.03%	194
2025 Q2	$465K	Buy	3,485 +401	+13%	+$50.8K	0.03%	191
2025 Q1	$398K	Buy	3,084 +114	+4%	+$14.9K	0.02%	202
2024 Q4	$379K	Buy	2,970 +220	+8%	+$28.7K	0.02%	184
2024 Q3	$353K	Buy	2,750 +2,207	+406%	+$272K	0.02%	190
2024 Q2	$64.4K	Buy	543 +206	+61%	+$24.4K	﹤0.01%	396
2024 Q1	$40.8K	Buy	337 +42	+14%	+$4.81K	﹤0.01%	449
2023 Q4	$32.9K	Sell	295 -288	-49%	-$30.3K	﹤0.01%	491
2023 Q3	$60.2K	Buy	583 +288	+98%	+$30.9K	0.01%	286
2023 Q2	$31.3K	Hold	295	–	–	﹤0.01%	361
2023 Q1	$31.1K	Hold	295	–	–	﹤0.01%	351
2022 Q4	$31.9K	Sell	295 -32	-10%	-$3.4K	﹤0.01%	318
2022 Q3	$31K	Buy	327 +67	+26%	+$6.97K	﹤0.01%	295
2022 Q2	$26K	Buy	260 +27	+12%	+$2.93K	﹤0.01%	315
2022 Q1	$26K	Sell	233 -105	-31%	-$11.7K	﹤0.01%	320
2021 Q4	$38K	Buy	338 +200	+145%	+$21.8K	﹤0.01%	266
2021 Q3	$14K	Sell	138 -73	-35%	-$7.72K	﹤0.01%	411
2021 Q2	$22K	Sell	211 -61	-22%	-$6.41K	﹤0.01%	334
2021 Q1	$27.5K	Buy	272 +99	+57%	+$9.55K	﹤0.01%	312
2020 Q4	$16K	Hold	173	–	–	﹤0.01%	370
2020 Q3	$14K	Hold	173	–	–	﹤0.01%	355
2020 Q2	$14K	Sell	173 -115	-40%	-$8.94K	﹤0.01%	336
2020 Q1	$20K	Hold	288	–	–	0.01%	255
2019 Q4	$27K	Buy	288 +100	+53%	+$9.07K	0.01%	201
2019 Q3	$17K	Sell	188 -15	-7%	-$1.31K	0.01%	234
2019 Q2	$18K	Buy	203 +25	+14%	+$2.16K	0.01%	243
2019 Q1	$15K	Hold	178	–	–	0.01%	270
2018 Q4	$14K	Sell	178 -20	-10%	-$1.67K	0.01%	283
2018 Q3	$17K	Buy	198 +20	+11%	+$1.73K	0.01%	266
2018 Q2	$15K	Buy	178 +115	+183%	+$9.63K	0.01%	254
2018 Q1	$5K	Hold	63	–	–	﹤0.01%	398
2017 Q4	$5K	Buy	+63	New	+$5.27K	﹤0.01%	330

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Sound Income Strategies's VYM Position: Q2 2026 in Review

Sound Income Strategies reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q2 2026, selling an estimated $4.69K and leaving 5,183 shares worth $819K. The position accounts for 0.04% of the portfolio, ranked #230.

Sound Income Strategies first reported a position in VYM in Q4 2017 and has held it in 35 quarters since. 1,211 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sound Income Strategies held 5,183 shares of Vanguard High Dividend Yield ETF worth $819K as of Q2 2026.
Sound Income Strategies sold 30 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.69K.
Vanguard High Dividend Yield ETF made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #230 holding.
Sound Income Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 35 quarters since.
1,211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.