Teamwork Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Teamwork Financial 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	$492K	Sell	3,113 -130	-4%	-$20.3K	0.04%	131
2026 Q1	$480K	Sell	3,243 -235	-7%	-$35.3K	0.05%	139
2025 Q4	$499K	Sell	3,478 -214	-6%	-$30.4K	0.05%	134
2025 Q3	$520K	Sell	3,692 -107	-3%	-$14.7K	0.05%	132
2025 Q2	$506K	Buy	3,799 +515	+16%	+$65.2K	0.06%	132
2025 Q1	$424K	Buy	+3,284	New	+$430K	0.06%	122

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

Teamwork Financial Advisors's VYM Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4% in Q2 2026, selling an estimated $20.3K and leaving 3,113 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #131.

Teamwork Financial Advisors first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Teamwork Financial Advisors held 3,113 shares of Vanguard High Dividend Yield ETF worth $492K as of Q2 2026.
Teamwork Financial Advisors sold 130 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $20.3K.
Vanguard High Dividend Yield ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #131 holding.
Teamwork Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
Teamwork Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $520K in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.