Zynergy Retirement Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Zynergy Retirement Planning’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	$266K	Hold	1,685	–	–	0.14%	24
2026 Q1	$250K	Sell	1,685 -87	-5%	-$13.1K	0.15%	24
2025 Q4	$254K	Hold	1,772	–	–	0.16%	25
2025 Q3	$250K	Sell	1,772 -144	-8%	-$19.8K	0.16%	26
2025 Q2	$255K	Hold	1,916	–	–	0.17%	24
2025 Q1	$244K	Hold	1,916	–	–	0.17%	24
2024 Q4	$246K	Hold	1,916	–	–	0.17%	26
2024 Q3	$246K	Hold	1,916	–	–	0.17%	26
2024 Q2	$227K	Buy	+1,916	New	+$227K	0.17%	24

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Zynergy Retirement Planning's VYM Position: Q2 2026 in Review

Zynergy Retirement Planning held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,685 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #24.

Zynergy Retirement Planning first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 1,149 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Zynergy Retirement Planning held 1,685 shares of Vanguard High Dividend Yield ETF worth $266K as of Q2 2026.
Zynergy Retirement Planning left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.14% of Zynergy Retirement Planning's portfolio in Q2 2026, its #24 holding.
Zynergy Retirement Planning first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
1,149 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.