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

Align 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
2022 Q4	$149K	Buy	+1,571	New	+$167K	0.13%	31

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Align Wealth Management's VYM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2022: 1,571 shares worth $149K. The stake represents 0.13% of the portfolio and ranks #31 among its holdings.

1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Align Wealth Management held 1,571 shares of Vanguard High Dividend Yield ETF worth $149K as of Q4 2022.
Vanguard High Dividend Yield ETF was a new Align Wealth Management position in Q4 2022.
Vanguard High Dividend Yield ETF made up 0.13% of Align Wealth Management's portfolio in Q4 2022, its #31 holding.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.