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Wambolt & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wambolt & Associates’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
-1,595
Closed -$205K – 175
2025
Q1 		$205K Sell
1,595
-28
-2% -$3.67K 0.07% 169
2024
Q4 		$207K Sell
1,623
-20
-1% -$2.61K 0.07% 181
2024
Q3 		$210K Buy
+1,643
New +$203K 0.06% 193
2024
Q2 		– Sell
-1,936
Closed -$233K – 221
2024
Q1 		$233K Sell
1,936
-597
-24% -$68.4K 0.07% 204
2023
Q4 		$283K Sell
2,533
-1,336
-35% -$140K 0.09% 207
2023
Q3 		$395K Sell
3,869
-852
-18% -$91.4K 0.14% 181
2023
Q2 		$501K Sell
4,721
-1,215
-20% -$127K 0.18% 159
2023
Q1 		$631K Buy
5,936
+675
+13% +$72.6K 0.22% 142
2022
Q4 		$569K Buy
5,261
+270
+5% +$28.7K 0.22% 139
2022
Q3 		$474K Sell
4,991
-10
-0.2% -$1.04K 0.2% 146
2022
Q2 		$509K Sell
5,001
-342
-6% -$37.1K 0.2% 145
2022
Q1 		$602K Sell
5,343
-522
-9% -$58.2K 0.22% 141
2021
Q4 		$657K Sell
5,865
-817
-12% -$88.9K 0.24% 129
2021
Q3 		$699K Sell
6,682
-19
-0.3% -$2.01K 0.28% 119
2021
Q2 		$706K Sell
6,701
-198
-3% -$20.8K 0.3% 114
2021
Q1 		$701K Sell
6,899
-294
-4% -$28.4K 0.36% 95
2020
Q4 		$658K Sell
7,193
-640
-8% -$55.6K 0.39% 92
2020
Q3 		$634K Sell
7,833
-1,011
-11% -$82.8K 0.47% 74
2020
Q2 		$697K Buy
8,844
+46
+0.5% +$3.58K 0.55% 62
2020
Q1 		$622K Sell
8,798
-804
-8% -$69.1K 0.64% 52
2019
Q4 		$900K Buy
9,602
+28
+0.3% +$2.54K 0.69% 46
2019
Q3 		$849K Sell
9,574
-1,451
-13% -$127K 0.7% 44
2019
Q2 		$963K Buy
11,025
+34
+0.3% +$2.94K 0.82% 30
2019
Q1 		$952K Sell
10,991
-235
-2% -$19.6K 0.87% 29
2018
Q4 		$876K Buy
+11,226
New +$936K 0.97% 29

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wambolt & Associates's VYM Position: Q2 2025 in Review

Wambolt & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 1,595 shares — an estimated $205K sold.

Wambolt & Associates first reported a position in VYM in Q4 2018 and held it in 25 quarters. The position peaked at $963K in Q2 2019. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Wambolt & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Wambolt & Associates sold 1,595 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $205K.
  • Wambolt & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 25 quarters.
  • Wambolt & Associates's Vanguard High Dividend Yield ETF position peaked at $963K in Q2 2019.
  • 1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.