WealthPLAN Partners’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 | $7.32M | Buy |
46,309
+466
| +1% | +$72.8K | 1.4% | 14 |
|
|
2026
Q1 | $6.79M | Buy |
45,843
+837
| +2% | +$126K | 1.31% | 16 |
|
|
2025
Q4 | $6.46M | Buy |
45,006
+7,411
| +20% | +$1.05M | 0.97% | 28 |
|
|
2025
Q3 | $5.3M | Buy |
37,595
+13,871
| +58% | +$1.91M | 0.79% | 31 |
|
|
2025
Q2 | $3.16M | Buy |
23,724
+2,187
| +10% | +$277K | 0.51% | 54 |
|
|
2025
Q1 | $2.78M | Buy |
21,537
+18,605
| +635% | +$2.44M | 0.39% | 76 |
|
|
2024
Q4 | $374K | Buy |
2,932
+195
| +7% | +$25.4K | 0.05% | 194 |
|
|
2024
Q3 | $351K | Buy |
+2,737
| New | +$338K | 0.05% | 217 |
|
|
2023
Q4 | – | Sell |
-2,150
| Closed | -$222K | – | 345 |
|
|
2023
Q3 | $222K | Buy |
2,150
+322
| +18% | +$34.5K | 0.03% | 290 |
|
|
2023
Q2 | $194K | Sell |
1,828
-347
| -16% | -$36.4K | 0.03% | 295 |
|
|
2023
Q1 | $229K | Sell |
2,175
-298
| -12% | -$32.1K | 0.03% | 285 |
|
|
2022
Q4 | $273K | Buy |
+2,473
| New | +$263K | 0.02% | 331 |
|
|
2022
Q1 | $324K | Buy |
3,007
+639
| +27% | +$71.3K | 0.02% | 306 |
|
|
2021
Q4 | $264K | Buy |
2,368
+30
| +1% | +$3.26K | 0.02% | 334 |
|
|
2021
Q3 | $257K | Sell |
2,338
-41
| -2% | -$4.33K | 0.02% | 333 |
|
|
2021
Q2 | $257K | Hold |
2,379
| – | – | 0.02% | 312 |
|
|
2021
Q1 | $250K | Sell |
2,379
-109
| -4% | -$10.5K | 0.02% | 291 |
|
|
2020
Q4 | $234K | Buy |
2,488
+1
| +0% | +$87 | 0.02% | 299 |
|
|
2020
Q3 | $215K | Sell |
2,487
-735
| -23% | -$60.2K | 0.02% | 289 |
|
|
2020
Q2 | $270K | Sell |
3,222
-23
| -0.7% | -$1.79K | 0.03% | 258 |
|
|
2020
Q1 | $243K | Sell |
3,245
-183
| -5% | -$15.7K | 0.03% | 220 |
|
|
2019
Q4 | $324K | Buy |
3,428
+158
| +5% | +$14.3K | 0.04% | 192 |
|
|
2019
Q3 | $298K | Buy |
3,270
+1
| +0% | +$88 | 0.04% | 187 |
|
|
2019
Q2 | $282K | Sell |
3,269
-721
| -18% | -$62.3K | 0.04% | 194 |
|
|
2019
Q1 | $341K | Sell |
3,990
-5
| -0.1% | -$418 | 0.05% | 188 |
|
|
2018
Q4 | $340K | Hold |
3,995
| – | – | 0.05% | 183 |
|
|
2018
Q3 | $333K | Buy |
3,995
+636
| +19% | +$55K | 0.06% | 178 |
|
|
2018
Q2 | $279K | Sell |
3,359
-281
| -8% | -$23.5K | 0.06% | 199 |
|
|
2018
Q1 | $300K | Sell |
3,640
-1,707
| -32% | -$147K | 0.07% | 207 |
|
|
2017
Q4 | $458K | Sell |
5,347
-15,468
| -74% | -$1.29M | 0.12% | 134 |
|
|
2017
Q3 | $1.69M | Buy |
20,815
+473
| +2% | +$37.5K | 0.47% | 51 |
|
|
2017
Q2 | $1.59M | Buy |
+20,342
| New | +$1.58M | 0.46% | 54 |
|
|
2015
Q4 | $348K | Buy |
+15,600
| New | +$1.05M | 0.06% | 197 |
|
Other funds holding VYM
WealthPLAN Partners's VYM Position: Q2 2026 in Review
WealthPLAN Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q2 2026, buying an estimated $72.8K and bringing the position to 46,309 shares worth $7.32M. The position accounts for 1.4% of the portfolio, ranked #14.
WealthPLAN Partners first reported a position in VYM in Q4 2015 and has held it in 33 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- WealthPLAN Partners held 46,309 shares of Vanguard High Dividend Yield ETF worth $7.32M as of Q2 2026.
- WealthPLAN Partners bought 466 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $72.8K.
- Vanguard High Dividend Yield ETF made up 1.4% of WealthPLAN Partners's portfolio in Q2 2026, its #14 holding.
- WealthPLAN Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 33 quarters since.
- 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.