Truvestments Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Truvestments Capital’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	$71.5K	Sell	453 -1	-0.2%	-$156	0.01%	468
2026 Q1	$67.2K	Buy	454 +346	+320%	+$52K	0.01%	457
2025 Q4	$15.6K	Sell	108 -2	-2%	-$284	﹤0.01%	628
2025 Q3	$15.5K	Sell	110 -9	-8%	-$1.24K	﹤0.01%	646
2025 Q2	$15.9K	Buy	119 +1	+0.8%	+$127	﹤0.01%	578
2025 Q1	$15.3K	Hold	118	–	–	﹤0.01%	595
2024 Q4	$15K	Buy	118 +1	+0.9%	+$130	﹤0.01%	538
2024 Q3	$15K	Buy	+117	New	+$14.4K	﹤0.01%	530
2024 Q2	–	Sell	-820	Closed	-$99.2K	–	680
2024 Q1	$99.2K	Sell	820 -184	-18%	-$21.1K	0.04%	297
2023 Q4	$112K	Buy	1,004 +196	+24%	+$20.6K	0.05%	249
2023 Q3	$83.5K	Sell	808 -119	-13%	-$12.8K	0.04%	241
2023 Q2	$98.3K	Buy	927 +7	+0.8%	+$734	0.05%	239
2023 Q1	$97.1K	Buy	920 +130	+16%	+$14K	0.05%	245
2022 Q4	$85.5K	Buy	790 +7	+0.9%	+$745	0.05%	262
2022 Q3	$74K	Buy	783 +6	+0.8%	+$624	0.05%	218
2022 Q2	$79K	Buy	+777	New	+$84.2K	0.05%	222
2022 Q1	–	Sell	-766	Closed	-$86K	–	543
2021 Q4	$86K	Sell	766 -110	-13%	-$12K	0.04%	225
2021 Q3	$91K	Buy	876 +6	+0.7%	+$634	0.05%	210
2021 Q2	$91K	Buy	870 +6	+0.7%	+$630	0.05%	207
2021 Q1	$87K	Buy	864 +15	+2%	+$1.45K	0.05%	225
2020 Q4	$77K	Buy	+849	New	+$73.8K	0.05%	215
2020 Q3	–	Sell	-1,034	Closed	-$81K	–	551
2020 Q2	$81K	Sell	1,034 -1,480	-59%	-$115K	0.08%	167
2020 Q1	$177K	Sell	2,514 -7,383	-75%	-$634K	0.22%	94
2019 Q4	$928K	Sell	9,897 -558	-5%	-$50.6K	0.64%	52
2019 Q3	$928K	Buy	10,455 +2	+0%	+$175	0.6%	51
2019 Q2	$913K	Sell	10,453 -718	-6%	-$62.1K	0.61%	48
2019 Q1	$957K	Buy	+11,171	New	+$933K	0.73%	36
2018 Q3	$4.81M	Sell	55,250 -1,277	-2%	-$110K	2.31%	4
2018 Q2	$4.7M	Buy	+56,527	New	+$4.73M	2.95%	3

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

Truvestments Capital's VYM Position: Q2 2026 in Review

Truvestments Capital reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.22% in Q2 2026, selling an estimated $156 and leaving 453 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #468.

Truvestments Capital first reported a position in VYM in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.81M in Q3 2018. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Truvestments Capital held 453 shares of Vanguard High Dividend Yield ETF worth $71.5K as of Q2 2026.
Truvestments Capital sold 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #468 holding.
Truvestments Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 29 quarters since.
Truvestments Capital's Vanguard High Dividend Yield ETF position peaked at $4.81M in Q3 2018.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.