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

Veery 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
2025 Q1	–	Sell	-2,147	Closed	-$274K	–	98
2024 Q4	$274K	Hold	2,147	–	–	0.1%	66
2024 Q3	$275K	Sell	2,147 -2,015	-48%	-$249K	0.1%	69
2024 Q2	$494K	Hold	4,162	–	–	0.2%	55
2024 Q1	$504K	Hold	4,162	–	–	0.21%	53
2023 Q4	$465K	Hold	4,162	–	–	0.21%	54
2023 Q3	$430K	Hold	4,162	–	–	0.21%	53
2023 Q2	$441K	Buy	4,162 +1,854	+80%	+$194K	0.21%	50
2023 Q1	$243K	Buy	2,308 +161	+7%	+$17.3K	0.13%	68
2022 Q4	$232K	Buy	2,147 +15	+0.7%	+$1.6K	0.14%	65
2022 Q3	$202K	Buy	2,132 +17	+0.8%	+$1.77K	0.13%	66
2022 Q2	$215K	Hold	2,115	–	–	0.13%	65
2022 Q1	$237K	Hold	2,115	–	–	0.13%	67
2021 Q4	$237K	Hold	2,115	–	–	0.12%	70
2021 Q3	$219K	Buy	+2,115	New	+$224K	0.12%	70

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Veery Capital's VYM Position: Q1 2025 in Review

Veery Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 2,147 shares — an estimated $274K sold.

Veery Capital first reported a position in VYM in Q3 2021 and held it in 14 quarters. The position peaked at $504K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Veery Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Veery Capital sold 2,147 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $274K.
Veery Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 14 quarters.
Veery Capital's Vanguard High Dividend Yield ETF position peaked at $504K in Q1 2024.
1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Veery Capital's 13F filing for Q1 2025, filed 8 Apr 2025.