Valley Wealth Managers’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 | $244K | Buy |
1,546
+1,239
| +404% | +$194K | 0.01% | 176 |
|
|
2026
Q1 | $45.5K | Hold |
307
| – | – | ﹤0.01% | 221 |
|
|
2025
Q4 | $44.1K | Hold |
307
| – | – | ﹤0.01% | 224 |
|
|
2025
Q3 | $43.3K | Buy |
307
+196
| +177% | +$26.9K | ﹤0.01% | 213 |
|
|
2025
Q2 | $14.9K | Buy |
+111
| New | +$14.1K | ﹤0.01% | 233 |
|
|
2025
Q1 | – | Sell |
-253
| Closed | -$33.1K | – | 361 |
|
|
2024
Q4 | $32.3K | Buy |
253
+192
| +315% | +$25K | ﹤0.01% | 235 |
|
|
2024
Q3 | $7.82K | Sell |
61
-50
| -45% | -$6.17K | ﹤0.01% | 304 |
|
|
2024
Q2 | $13.2K | Sell |
111
-750
| -87% | -$88.9K | ﹤0.01% | 281 |
|
|
2024
Q1 | $104K | Sell |
861
-9,886
| -92% | -$1.13M | 0.01% | 195 |
|
|
2023
Q4 | $1.2M | Buy |
10,747
+10,296
| +2,283% | +$1.08M | 0.09% | 121 |
|
|
2023
Q3 | $46.6K | Buy |
+451
| New | +$48.4K | ﹤0.01% | 222 |
|
|
2023
Q1 | – | Sell |
-17,880
| Closed | -$1.93M | – | 384 |
|
|
2022
Q4 | $1.93M | Buy |
17,880
+17,780
| +17,780% | +$1.89M | 0.18% | 96 |
|
|
2022
Q3 | $9K | Sell |
100
-3,915
| -98% | -$407K | ﹤0.01% | 326 |
|
|
2022
Q2 | $408K | Sell |
4,015
-762
| -16% | -$82.6K | 0.04% | 135 |
|
|
2022
Q1 | $536K | Buy |
4,777
+95
| +2% | +$10.6K | 0.04% | 123 |
|
|
2021
Q4 | $525K | Buy |
4,682
+740
| +19% | +$80.5K | 0.04% | 128 |
|
|
2021
Q3 | $407K | Hold |
3,942
| – | – | 0.04% | 138 |
|
|
2021
Q2 | $413K | Sell |
3,942
-855
| -18% | -$89.8K | 0.03% | 140 |
|
|
2021
Q1 | $485K | Buy |
4,797
+2,091
| +77% | +$202K | 0.04% | 124 |
|
|
2020
Q4 | $248K | Sell |
2,706
-3,425
| -56% | -$298K | 0.02% | 146 |
|
|
2020
Q3 | $496K | Sell |
6,131
-1,100
| -15% | -$90.1K | 0.05% | 123 |
|
|
2020
Q2 | $570K | Sell |
7,231
-665
| -8% | -$51.7K | 0.06% | 117 |
|
|
2020
Q1 | $559K | Sell |
7,896
-3,143
| -28% | -$270K | 0.07% | 111 |
|
|
2019
Q4 | $1.03M | Sell |
11,039
-2,610
| -19% | -$237K | 0.1% | 99 |
|
|
2019
Q3 | $1.21M | Sell |
13,649
-177
| -1% | -$15.5K | 0.13% | 99 |
|
|
2019
Q2 | $1.21M | Buy |
13,826
+9,025
| +188% | +$780K | 0.13% | 99 |
|
|
2019
Q1 | $411K | Sell |
4,801
-1,481
| -24% | -$124K | 0.04% | 161 |
|
|
2018
Q4 | $490K | Buy |
+6,282
| New | +$524K | 0.06% | 121 |
|
|
2018
Q3 | – | Sell |
-2,425
| Closed | -$201K | – | 124 |
|
|
2018
Q2 | $201K | Hold |
2,425
| – | – | 0.02% | 117 |
|
|
2018
Q1 | $200K | Buy |
+2,425
| New | +$208K | 0.02% | 116 |
|
|
2016
Q1 | – | Sell |
-9,250
| Closed | -$617K | – | 114 |
|
|
2015
Q4 | $617K | Buy |
+9,250
| New | +$621K | 0.11% | 88 |
|
Other funds holding VYM
Valley Wealth Managers's VYM Position: Q2 2026 in Review
Valley Wealth Managers increased its Vanguard High Dividend Yield ETF (VYM) stake by 404% in Q2 2026, buying an estimated $194K and bringing the position to 1,546 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #176.
Valley Wealth Managers first reported a position in VYM in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2022. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Valley Wealth Managers held 1,546 shares of Vanguard High Dividend Yield ETF worth $244K as of Q2 2026.
- Valley Wealth Managers bought 1,239 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $194K.
- Vanguard High Dividend Yield ETF made up 0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #176 holding.
- Valley Wealth Managers first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 31 quarters since.
- Valley Wealth Managers's Vanguard High Dividend Yield ETF position peaked at $1.93M in Q4 2022.
- 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.