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Walled Lake Planning & Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Walled Lake Planning & Wealth Management’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
Q2 		– Sell
-55,240
Closed -$7.12M – 146
2025
Q1 		$7.12M Sell
55,240
-505
-0.9% -$66.1K 2.53% 9
2024
Q4 		$7.11M Buy
55,745
+713
+1% +$93K 2.65% 12
2024
Q3 		$7.06M Buy
55,032
+293
+0.5% +$36.2K 2.65% 12
2024
Q2 		$6.49M Sell
54,739
-1,754
-3% -$208K 2.65% 10
2024
Q1 		$6.84M Sell
56,493
-761
-1% -$87.2K 2.81% 13
2023
Q4 		$6.39M Buy
57,254
+507
+0.9% +$53.3K 2.97% 14
2023
Q3 		$5.86M Buy
56,747
+1,939
+4% +$208K 2.94% 13
2023
Q2 		$5.81M Buy
54,808
+1,305
+2% +$137K 2.83% 15
2023
Q1 		$5.64M Buy
53,503
+11,385
+27% +$1.22M 2.96% 13
2022
Q4 		$4.56M Sell
42,118
-789
-2% -$84K 3.11% 16
2022
Q3 		$4.07M Buy
42,907
+492
+1% +$51.2K 2.84% 14
2022
Q2 		$4.31M Sell
42,415
-36,449
-46% -$3.95M 2.97% 15
2022
Q1 		$8.85M Buy
78,864
+16,342
+26% +$1.82M 5.27% 2
2021
Q4 		$7.01M Sell
62,522
-481
-0.8% -$52.3K 4.06% 5
2021
Q3 		$6.51M Sell
63,003
-9,732
-13% -$1.03M 4.01% 3
2021
Q2 		$7.62M Buy
72,735
+1,320
+2% +$139K 4.96% 2
2021
Q1 		$7.22M Buy
71,415
+710
+1% +$68.5K 5.01% 2
2020
Q4 		$6.47M Buy
70,705
+1,926
+3% +$167K 4.91% 2
2020
Q3 		$5.57M Buy
68,779
+2,573
+4% +$211K 4.51% 2
2020
Q2 		$5.22M Sell
66,206
-2,409
-4% -$187K 4.37% 5
2020
Q1 		$4.86M Buy
68,615
+454
+0.7% +$39K 4.44% 3
2019
Q4 		$6.39M Buy
+68,161
New +$6.18M 4.61% 1

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VYM Position: Q2 2025 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 55,240 shares — an estimated $7.12M sold.

Walled Lake Planning & Wealth Management first reported a position in VYM in Q4 2019 and held it in 22 quarters. The position peaked at $8.85M in Q1 2022. 1,806 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Walled Lake Planning & Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 55,240 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $7.12M.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 22 quarters.
  • Walled Lake Planning & Wealth Management's Vanguard High Dividend Yield ETF position peaked at $8.85M in Q1 2022.
  • 1,806 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.