Wealth Effects’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealth Effects’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
2026 Q2	$608K	Sell	3,846 -12	-0.3%	-$1.88K	0.16%	111
2026 Q1	$571K	Hold	3,858	–	–	0.2%	100
2025 Q4	$554K	Buy	3,858 +10	+0.3%	+$1.42K	0.17%	102
2025 Q3	$542K	Sell	3,848 -15	-0.4%	-$2.06K	0.17%	106
2025 Q2	$515K	Sell	3,863 -508	-12%	-$64.4K	0.19%	98
2025 Q1	$564K	Buy	4,371 +370	+9%	+$48.4K	0.24%	85
2024 Q4	$510K	Sell	4,001 -203	-5%	-$26.5K	0.18%	109
2024 Q3	$539K	Buy	4,204 +168	+4%	+$20.7K	0.19%	101
2024 Q2	$479K	Buy	4,036 +415	+11%	+$49.2K	0.17%	108
2024 Q1	$438K	Buy	3,621 +221	+7%	+$25.3K	0.16%	119
2023 Q4	$380K	Buy	3,400 +298	+10%	+$31.3K	0.14%	135
2023 Q3	$320K	Buy	3,102 +135	+5%	+$14.5K	0.16%	126
2023 Q2	$315K	Buy	2,967 +512	+21%	+$53.7K	0.14%	130
2023 Q1	$259K	Buy	+2,455	New	+$264K	0.13%	149

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Effects's VYM Position: Q2 2026 in Review

Wealth Effects reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.31% in Q2 2026, selling an estimated $1.88K and leaving 3,846 shares worth $608K. The position accounts for 0.16% of the portfolio, ranked #111.

Wealth Effects first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Wealth Effects held 3,846 shares of Vanguard High Dividend Yield ETF worth $608K as of Q2 2026.
Wealth Effects sold 12 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.88K.
Vanguard High Dividend Yield ETF made up 0.16% of Wealth Effects's portfolio in Q2 2026, its #111 holding.
Wealth Effects first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.