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AJ Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$512K Hold
4,825
– – 0.02% 182
2023
Q1 		$509K Hold
4,825
– – 0.03% 178
2022
Q4 		$522K Buy
+4,825
New +$513K 0.03% 180

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AJ Wealth Strategies's VYM Position: Q2 2023 in Review

AJ Wealth Strategies held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2023 at 4,825 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #182.

AJ Wealth Strategies first reported a position in VYM in Q4 2022 and has held it in 3 quarters since. The position peaked at $522K in Q4 2022. 1,453 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • AJ Wealth Strategies held 4,825 shares of Vanguard High Dividend Yield ETF worth $512K as of Q2 2023.
  • AJ Wealth Strategies left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2023.
  • Vanguard High Dividend Yield ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #182 holding.
  • AJ Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 3 quarters since.
  • AJ Wealth Strategies's Vanguard High Dividend Yield ETF position peaked at $522K in Q4 2022.
  • 1,453 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.