YWS
VYM icon

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

Yarger Wealth Strategies’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 		$12.3M Buy
76,504
+2,256
+3% +$353K 4.48% 4
2026
Q1 		$11M Buy
74,248
+1,867
+3% +$281K 4.46% 4
2025
Q4 		$10.4M Buy
72,381
+1,047
+1% +$149K 4.46% 4
2025
Q3 		$10.1M Buy
71,334
+16,907
+31% +$2.32M 4.61% 3
2025
Q2 		$7.26M Sell
54,427
-589
-1% -$74.6K 3.79% 6
2025
Q1 		$7.09M Buy
55,016
+549
+1% +$71.9K 4.14% 6
2024
Q4 		$6.95M Sell
54,467
-19,814
-27% -$2.58M 4.01% 6
2024
Q3 		$9.52M Buy
74,281
+3,076
+4% +$380K 5.27% 3
2024
Q2 		$8.44M Buy
71,205
+4,532
+7% +$537K 5.08% 3
2024
Q1 		$8.07M Buy
66,673
+55,774
+512% +$6.39M 5.49% 3
2023
Q4 		$1.22M Sell
10,899
-2,771
-20% -$291K 0.98% 24
2023
Q3 		$1.41M Sell
13,670
-293
-2% -$31.4K 1.2% 22
2023
Q2 		$1.48M Sell
13,963
-5,322
-28% -$558K 1.33% 21
2023
Q1 		$2.03M Sell
19,285
-3,184
-14% -$342K 2.23% 16
2022
Q4 		$2.43M Sell
22,469
-47
-0.2% -$5K 3.01% 12
2022
Q3 		$2.14M Buy
22,516
+14,046
+166% +$1.46M 2.83% 14
2022
Q2 		$868K Buy
8,470
+1,283
+18% +$139K 1.12% 19
2022
Q1 		$807K Buy
7,187
+674
+10% +$75.2K 1.05% 22
2021
Q4 		$730K Buy
+6,513
New +$709K 0.79% 29

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return