WealthShield Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WealthShield Partners’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	–	Sell	-1,326	Closed	-$196K	–	601
2026 Q1	$196K	Sell	1,326 -152	-10%	-$22.9K	0.02%	351
2025 Q4	$212K	Buy	+1,478	New	+$210K	0.02%	332
2023 Q4	–	Sell	-3,275	Closed	-$338K	–	513
2023 Q3	$338K	Buy	+3,275	New	+$351K	0.05%	240
2023 Q2	–	Sell	-2,337	Closed	-$247K	–	506
2023 Q1	$247K	Buy	2,337 +78	+3%	+$8.39K	0.04%	271
2022 Q4	$244K	Buy	+2,259	New	+$240K	0.05%	263
2021 Q3	–	Sell	-3,774	Closed	-$395K	–	739
2021 Q2	$395K	Buy	3,774 +600	+19%	+$63K	0.06%	177
2021 Q1	$321K	Sell	3,174 -8,211	-72%	-$792K	0.06%	199
2020 Q4	$1.04M	Buy	+11,385	New	+$989K	0.19%	99
2020 Q1	–	Sell	-2,990	Closed	-$280K	–	304
2019 Q4	$280K	Sell	2,990 -261	-8%	-$23.7K	0.14%	143
2019 Q3	$288K	Buy	+3,251	New	+$285K	0.15%	135
2018 Q4	–	Sell	-3,080	Closed	-$270K	–	289
2018 Q3	$270K	Hold	3,080	–	–	0.15%	104
2018 Q2	$256K	Sell	3,080 -791	-20%	-$66.2K	0.16%	104
2018 Q1	$319K	Sell	3,871 -355	-8%	-$30.5K	0.2%	80
2017 Q4	$363K	Buy	+4,226	New	+$353K	0.22%	83

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 22.9% 1-Year Est. Return

WealthShield Partners's VYM Position: Q2 2026 in Review

WealthShield Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,326 shares — an estimated $196K sold.

WealthShield Partners first reported a position in VYM in Q4 2017 and held it in 14 quarters. The position peaked at $1.04M in Q4 2020. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WealthShield Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,326 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $196K.
WealthShield Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 14 quarters.
WealthShield Partners's Vanguard High Dividend Yield ETF position peaked at $1.04M in Q4 2020.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.