9WM
VYM icon

9258 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

9258 Wealth Management’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
2024
Q3 		$1.37M Sell
10,715
-146
-1% -$18K 0.2% 97
2024
Q2 		$1.29M Sell
10,861
-113
-1% -$13.4K 0.2% 99
2024
Q1 		$1.33M Buy
10,974
+55
+0.5% +$6.3K 0.21% 92
2023
Q4 		$1.22M Sell
10,919
-790
-7% -$83K 0.21% 91
2023
Q3 		$1.21M Sell
11,709
-438
-4% -$47K 0.24% 85
2023
Q2 		$1.29M Sell
12,147
-344
-3% -$36.1K 0.24% 81
2023
Q1 		$1.32M Hold
12,491
– – 0.27% 78
2022
Q4 		$1.35M Sell
12,491
-1,317
-10% -$140K 0.29% 74
2022
Q3 		$1.31M Sell
13,808
-256
-2% -$26.6K 0.34% 69
2022
Q2 		$1.43M Hold
14,064
– – 0.37% 64
2022
Q1 		$1.58M Sell
14,064
-999
-7% -$111K 0.37% 58
2021
Q4 		$1.69M Buy
15,063
+74
+0.5% +$8.05K 0.39% 47
2021
Q3 		$1.55M Buy
14,989
+189
+1% +$20K 0.41% 47
2021
Q2 		$1.55M Sell
14,800
-71
-0.5% -$7.46K 0.42% 47
2021
Q1 		$1.5M Sell
14,871
-8,849
-37% -$854K 0.45% 43
2020
Q4 		$2.17M Sell
23,720
-199
-0.8% -$17.3K 0.71% 22
2020
Q3 		$1.9M Sell
23,919
-4,603
-16% -$377K 0.72% 22
2020
Q2 		$2.25M Sell
28,522
-132
-0.5% -$10.3K 0.91% 19
2020
Q1 		$2.24M Buy
28,654
+355
+1% +$30.5K 0.98% 19
2019
Q4 		$2.65M Buy
28,299
+18,818
+198% +$1.71M 0.97% 16
2019
Q3 		$841K Buy
9,481
+308
+3% +$27K 0.66% 50
2019
Q2 		$802K Sell
9,173
-555
-6% -$48K 0.65% 53
2019
Q1 		$833K Buy
9,728
+8
+0.1% +$668 0.71% 46
2018
Q4 		$758K Buy
+9,720
New +$811K 0.73% 43

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

9258 Wealth Management's VYM Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q3 2024, selling an estimated $18K and leaving 10,715 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #97.

9258 Wealth Management first reported a position in VYM in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.65M in Q4 2019. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • 9258 Wealth Management held 10,715 shares of Vanguard High Dividend Yield ETF worth $1.37M as of Q3 2024.
  • 9258 Wealth Management sold 146 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $18K.
  • Vanguard High Dividend Yield ETF made up 0.2% of 9258 Wealth Management's portfolio in Q3 2024, its #97 holding.
  • 9258 Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.65M in Q4 2019.
  • 1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.