Well Done LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Well Done LLC’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	$228K	Hold	1,445	–	–	0.03%	187
2026 Q1	$214K	Buy	+1,445	New	+$217K	0.03%	186
2019 Q1	–	Sell	-896	Closed	-$70K	–	646
2018 Q4	$70K	Buy	+896	New	+$74.7K	0.02%	234
2018 Q2	–	Sell	-896	Closed	-$74K	–	515
2018 Q1	$74K	Buy	+896	New	+$77K	0.02%	197
2016 Q1	–	Sell	-14,698	Closed	-$981K	–	99
2015 Q4	$981K	Buy	+14,698	New	+$986K	0.35%	38

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

Well Done LLC's VYM Position: Q2 2026 in Review

Well Done LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,445 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #187.

Well Done LLC first reported a position in VYM in Q4 2015 and has held it in 5 quarters since. The position peaked at $981K in Q4 2015. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Well Done LLC held 1,445 shares of Vanguard High Dividend Yield ETF worth $228K as of Q2 2026.
Well Done LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Well Done LLC's portfolio in Q2 2026, its #187 holding.
Well Done LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 5 quarters since.
Well Done LLC's Vanguard High Dividend Yield ETF position peaked at $981K in Q4 2015.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.