Vanguard High Dividend Yield ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard High Dividend Yield ETF
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Quarterly reported holdings in Vanguard High Dividend Yield ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $901k | 6.4k | 140.96 |
| 2025-06-30 | $864k | 6.5k | 133.32 |
| 2025-03-31 | $869k | 6.7k | 128.95 |
| 2024-12-31 | $859k | 6.7k | 127.59 |
| 2024-09-30 | $889k | 6.9k | 128.20 |
| 2024-06-30 | $846k | 7.1k | 118.60 |
| 2024-03-31 | $911k | 7.5k | 120.99 |
| 2023-12-31 | $837k | 7.5k | 111.63 |
| 2023-09-30 | $3.3M | 32k | 103.32 |
| 2023-06-30 | $3.5M | 33k | 106.07 |
| 2023-03-31 | $3.3M | 32k | 105.50 |
| 2022-12-31 | $3.4M | 31k | 108.21 |
| 2022-09-30 | $3.0M | 31k | 94.88 |
| 2022-06-30 | $3.3M | 33k | 101.69 |
| 2022-03-31 | $3.6M | 32k | 112.24 |
| 2021-12-31 | $3.4M | 30k | 112.12 |
| 2021-09-30 | $3.0M | 29k | 103.35 |
| 2021-06-30 | $2.9M | 28k | 104.76 |
| 2021-03-31 | $1.7M | 17k | 101.10 |
| 2020-12-31 | $505k | 5.5k | 91.44 |
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