Tower View Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $582K | Sell |
3,751
-195
| -5% | -$31.6K | 0.25% | 49 |
|
|
2026
Q2 | $624K | Sell |
3,946
-18
| -0.5% | -$2.81K | 0.27% | 52 |
|
|
2026
Q1 | $587K | Buy |
3,964
+311
| +9% | +$46.8K | 0.3% | 50 |
|
|
2025
Q4 | $524K | Sell |
3,653
-191
| -5% | -$27.2K | 0.26% | 50 |
|
|
2025
Q3 | $542K | Sell |
3,844
-199
| -5% | -$27.3K | 0.28% | 40 |
|
|
2025
Q2 | $539K | Sell |
4,043
-101
| -2% | -$12.8K | 0.28% | 43 |
|
|
2025
Q1 | $534K | Sell |
4,144
-56
| -1% | -$7.33K | 0.31% | 44 |
|
|
2024
Q4 | $536K | Buy |
4,200
+92
| +2% | +$12K | 0.28% | 48 |
|
|
2024
Q3 | $527K | Buy |
4,108
+87
| +2% | +$10.7K | 0.29% | 46 |
|
|
2024
Q2 | $477K | Buy |
4,021
+129
| +3% | +$15.3K | 0.27% | 47 |
|
|
2024
Q1 | $471K | Buy |
3,892
+53
| +1% | +$6.07K | 0.28% | 50 |
|
|
2023
Q4 | $429K | Buy |
3,839
+37
| +1% | +$3.89K | 0.27% | 49 |
|
|
2023
Q3 | $393K | Buy |
3,802
+118
| +3% | +$12.7K | 0.28% | 46 |
|
|
2023
Q2 | $391K | Sell |
3,684
-1,294
| -26% | -$136K | 0.27% | 47 |
|
|
2023
Q1 | $525K | Buy |
4,978
+35
| +0.7% | +$3.76K | 0.35% | 47 |
|
|
2022
Q4 | $535K | Buy |
4,943
+85
| +2% | +$9.04K | 0.37% | 49 |
|
|
2022
Q3 | $461K | Buy |
4,858
+178
| +4% | +$18.5K | 0.35% | 49 |
|
|
2022
Q2 | $476K | Buy |
4,680
+1,613
| +53% | +$175K | 0.35% | 50 |
|
|
2022
Q1 | $344K | Buy |
3,067
+15
| +0.5% | +$1.67K | 0.19% | 68 |
|
|
2021
Q4 | $342K | Sell |
3,052
-51
| -2% | -$5.55K | 0.17% | 68 |
|
|
2021
Q3 | $321K | Buy |
3,103
+514
| +20% | +$54.3K | 0.18% | 69 |
|
|
2021
Q2 | $271K | Buy |
2,589
+163
| +7% | +$17.1K | 0.14% | 78 |
|
|
2021
Q1 | $245K | Sell |
2,426
-441
| -15% | -$42.5K | 0.13% | 82 |
|
|
2020
Q4 | $262K | Buy |
2,867
+964
| +51% | +$83.7K | 0.15% | 75 |
|
|
2020
Q3 | $154K | Buy |
1,903
+17
| +0.9% | +$1.39K | 0.1% | 75 |
|
|
2020
Q2 | $149K | Sell |
1,886
-9,880
| -84% | -$768K | 0.11% | 70 |
|
|
2020
Q1 | $832K | Sell |
11,766
-1,367
| -10% | -$117K | 0.75% | 48 |
|
|
2019
Q4 | $1.23M | Buy |
13,133
+87
| +0.7% | +$7.89K | 0.93% | 41 |
|
|
2019
Q3 | $1.16M | Sell |
13,046
-796
| -6% | -$69.7K | 0.96% | 40 |
|
|
2019
Q2 | $1.21M | Sell |
13,842
-1,104
| -7% | -$95.5K | 1.03% | 37 |
|
|
2019
Q1 | $1.28M | Sell |
14,946
-46
| -0.3% | -$3.84K | 1.14% | 37 |
|
|
2018
Q4 | $1.17M | Buy |
14,992
+131
| +0.9% | +$10.9K | 1.21% | 39 |
|
|
2018
Q3 | $1.29M | Sell |
14,861
-1,238
| -8% | -$107K | 1.13% | 43 |
|
|
2018
Q2 | $1.34M | Buy |
16,099
+58
| +0.4% | +$4.86K | 1.26% | 41 |
|
|
2018
Q1 | $1.32M | Sell |
16,041
-1,829
| -10% | -$157K | 1.32% | 38 |
|
|
2017
Q4 | $1.53M | Buy |
+17,870
| New | +$1.49M | 1.41% | 33 |
|
Other funds holding VYM
AT
Tower View Wealth Management's VYM Position: Q3 2026 in Review
Tower View Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.9% in Q3 2026, selling an estimated $31.6K and leaving 3,751 shares worth $582K. The position accounts for 0.25% of the portfolio, ranked #49.
Tower View Wealth Management first reported a position in VYM in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.53M in Q4 2017. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.
- Tower View Wealth Management held 3,751 shares of Vanguard High Dividend Yield ETF worth $582K as of Q3 2026.
- Tower View Wealth Management sold 195 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $31.6K.
- Vanguard High Dividend Yield ETF made up 0.25% of Tower View Wealth Management's portfolio in Q3 2026, its #49 holding.
- Tower View Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 36 quarters since.
- Tower View Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.53M in Q4 2017.
- 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.
Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.