WealthBridge Capital Management, LLC VYM holdings history
VANGUARD HIGH DVD YIELD ETF · CUSIP 921946406 · CIK 1767313
As of 2026-06-30, WealthBridge Capital Management, LLC reported 57.49K VYM (shares), valued at $9.08M, or 1.81% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 0.29%; reported value increased 6.40%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.81% | 57,489 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.97% | 57,656 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 1.85% | 56,624 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 1.92% | 57,943 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.89% | 56,025 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 2.03% | 55,615 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 1.96% | 55,240 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 1.99% | 54,161 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 2.06% | 52,511 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.08% | 51,083 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 2.06% | 49,152 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 2.10% | 49,223 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.10% | 49,223 | $5.09M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 2.06% | 49,152 | $5.49M | Shares decreased 0.14%; reported value increased 7.89%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.08% | 51,083 | $6.18M | Shares increased 3.93%; reported value increased 12.64%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.06% | 52,511 | $6.23M | Shares increased 2.80%; reported value increased 0.76%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.99% | 54,161 | $6.94M | Shares increased 3.14%; reported value increased 11.49%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 1.96% | 55,240 | $7.05M | Shares increased 1.99%; reported value increased 1.51%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.03% | 55,615 | $7.17M | Shares increased 0.68%; reported value increased 1.76%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 1.89% | 56,025 | $7.47M | Shares increased 0.74%; reported value increased 4.14%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 1.92% | 57,943 | $8.17M | Shares increased 3.42%; reported value increased 9.35%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 1.85% | 56,624 | $8.13M | Shares decreased 2.28%; reported value decreased 0.49%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 1.97% | 57,656 | $8.54M | Shares increased 1.82%; reported value increased 5.07%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 1.81% | 57,489 | $9.08M | Shares decreased 0.29%; reported value increased 6.40%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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