Twin Peaks Wealth Advisors’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
Q2
$273K Sell
1,724
-2
-0.1% -$313 0.06% 180
2026
Q1
$256K Hold
1,726
0.06% 156
2025
Q4
$269K Buy
1,726
+299
+21% +$42.5K 0.08% 151
2025
Q3
$201K Buy
1,427
+238
+20% +$32.7K 0.07% 162
2025
Q2
$162K Buy
+1,189
New +$151K 0.05% 172

Other funds holding VYM

Twin Peaks Wealth Advisors's VYM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.12% in Q2 2026, selling an estimated $313 and leaving 1,724 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #180.

Twin Peaks Wealth Advisors first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,724 shares of Vanguard High Dividend Yield ETF worth $273K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 2 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $313.
  • Vanguard High Dividend Yield ETF made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.