Goldstone Financial Group, LLC VYM holdings history
VANGUARD HIGH DVD YIELD ETF · CUSIP 921946406 · CIK 2040021
As of 2026-06-30, Goldstone Financial Group, LLC reported 64.06K VYM (shares), valued at $10.12M, or 0.93% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 2.77%; reported value increased 3.75%, and weight changed -0.13 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 | 0.93% | 64,064 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.06% | 65,888 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.08% | 67,617 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.06% | 63,535 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 1.07% | 59,555 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 1.10% | 56,578 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 1.06% | 52,779 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.10% | 49,194 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 1.08% | 45,465 | SEC filing ↗Filed Jan 15, 2025 |
| Q1 2024 | 1.20% | 43,247 | SEC filing ↗Filed Jan 15, 2025 |
| Q4 2023 | 1.26% | 43,844 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2023 | 2.83% | 92,416 | SEC filing ↗Filed Jan 15, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.83% | 92,416 | $9.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 15, 2025 |
| Q4 2023 | 1.26% | 43,844 | $4.89M | Shares decreased 52.56%; reported value decreased 48.74%, and weight changed -1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2024 | 1.20% | 43,247 | $5.23M | Shares decreased 1.36%; reported value increased 6.91%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q2 2024 | 1.08% | 45,465 | $5.39M | Shares increased 5.13%; reported value increased 3.05%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q3 2024 | 1.10% | 49,194 | $6.31M | Shares increased 8.20%; reported value increased 16.96%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.06% | 52,779 | $6.73M | Shares increased 7.29%; reported value increased 6.78%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 1.10% | 56,578 | $7.30M | Shares increased 7.20%; reported value increased 8.35%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 1.07% | 59,555 | $8.09M | Shares increased 5.26%; reported value increased 10.85%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 1.06% | 63,535 | $8.96M | Shares increased 6.68%; reported value increased 10.72%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.08% | 67,617 | $9.70M | Shares increased 6.42%; reported value increased 8.37%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.06% | 65,888 | $9.76M | Shares decreased 2.56%; reported value increased 0.55%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 0.93% | 64,064 | $10.12M | Shares decreased 2.77%; reported value increased 3.75%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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