Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Sell |
8,947
-1,850
| -17% | -$242K | 0.07% | 134 |
|
|
2024
Q4 | $1.38M | Buy |
10,797
+2,848
| +36% | +$371K | 0.08% | 130 |
|
|
2024
Q3 | $1.02M | Hold |
7,949
| – | – | 0.07% | 120 |
|
|
2024
Q2 | $943K | Buy |
7,949
+2
| +0% | +$237 | 0.07% | 124 |
|
|
2024
Q1 | $962K | Hold |
7,947
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $887K | Buy |
7,947
+16
| +0.2% | +$1.68K | 0.09% | 136 |
|
|
2023
Q3 | $819K | Sell |
7,931
-1,162
| -13% | -$125K | 0.09% | 133 |
|
|
2023
Q2 | $965K | Buy |
9,093
+713
| +9% | +$74.8K | 0.09% | 138 |
|
|
2023
Q1 | $884K | Hold |
8,380
| – | – | 0.08% | 135 |
|
|
2022
Q4 | $907K | Buy |
8,380
+60
| +0.7% | +$6.38K | 0.1% | 124 |
|
|
2022
Q3 | $789K | Buy |
8,320
+370
| +5% | +$38.5K | 0.1% | 101 |
|
|
2022
Q2 | $809K | Hold |
7,950
| – | – | 0.12% | 103 |
|
|
2022
Q1 | $892K | Hold |
7,950
| – | – | 0.1% | 118 |
|
|
2021
Q4 | $891K | Hold |
7,950
| – | – | 0.09% | 121 |
|
|
2021
Q3 | $822K | Sell |
7,950
-217
| -3% | -$22.9K | 0.09% | 124 |
|
|
2021
Q2 | $856K | Buy |
8,167
+2,500
| +44% | +$262K | 0.1% | 130 |
|
|
2021
Q1 | $573K | Sell |
5,667
-488
| -8% | -$47.1K | 0.11% | 145 |
|
|
2020
Q4 | $563K | Sell |
6,155
-2,730
| -31% | -$237K | 0.12% | 139 |
|
|
2020
Q3 | $719K | Buy |
8,885
+2
| +0% | +$164 | 0.12% | 121 |
|
|
2020
Q2 | $700K | Hold |
8,883
| – | – | 0.12% | 124 |
|
|
2020
Q1 | $628K | Sell |
8,883
-59
| -0.7% | -$5.07K | 0.13% | 128 |
|
|
2019
Q4 | $838K | Hold |
8,942
| – | – | 0.13% | 127 |
|
|
2019
Q3 | $793K | Sell |
8,942
-936
| -9% | -$81.9K | 0.14% | 124 |
|
|
2019
Q2 | $864K | Buy |
9,878
+1,798
| +22% | +$155K | 0.13% | 144 |
|
|
2019
Q1 | $692K | Hold |
8,080
| – | – | 0.13% | 125 |
|
|
2018
Q4 | $630K | Hold |
8,080
| – | – | 0.13% | 126 |
|
|
2018
Q3 | $704K | Hold |
8,080
| – | – | 0.12% | 136 |
|
|
2018
Q2 | $671K | Hold |
8,080
| – | – | 0.12% | 146 |
|
|
2018
Q1 | $667K | Hold |
8,080
| – | – | 0.13% | 162 |
|
|
2017
Q4 | $692K | Sell |
8,080
-162
| -2% | -$13.5K | 0.13% | 168 |
|
|
2017
Q3 | $668K | Buy |
+8,242
| New | +$654K | 0.23% | 128 |
|
|
2017
Q2 | – | Sell |
-11,980
| Closed | -$930K | – | 185 |
|
|
2017
Q1 | $930K | Buy |
11,980
+3,020
| +34% | +$233K | 0.35% | 106 |
|
|
2016
Q4 | $679K | Sell |
8,960
-1,200
| -12% | -$88.1K | 0.27% | 126 |
|
|
2016
Q3 | $733K | Hold |
10,160
| – | – | 0.31% | 102 |
|
|
2016
Q2 | $726K | Buy |
+10,160
| New | +$710K | 0.31% | 107 |
|
Other funds holding VYM
SLI
Transform Wealth's VYM Position: Q1 2025 in Review
Transform Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q1 2025, selling an estimated $242K and leaving 8,947 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #134.
Transform Wealth first reported a position in VYM in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.38M in Q4 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.
- Transform Wealth held 8,947 shares of Vanguard High Dividend Yield ETF worth $1.15M as of Q1 2025.
- Transform Wealth sold 1,850 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $242K.
- Vanguard High Dividend Yield ETF made up 0.07% of Transform Wealth's portfolio in Q1 2025, its #134 holding.
- Transform Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's Vanguard High Dividend Yield ETF position peaked at $1.38M in Q4 2024.
- 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.