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

Altium 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 Q2	$822K	Buy	8,078 +172	+2%	+$18.6K	0.06%	181
2022 Q1	$887K	Sell	7,906 -20	-0.3%	-$2.23K	0.06%	174
2021 Q4	$889K	Sell	7,926 -927	-10%	-$101K	0.06%	168
2021 Q3	$915K	Buy	8,853 +355	+4%	+$37.5K	0.07%	148
2021 Q2	$890K	Sell	8,498 -260	-3%	-$27.3K	0.07%	140
2021 Q1	$885K	Sell	8,758 -249	-3%	-$24K	0.07%	125
2020 Q4	$824K	Sell	9,007 -824	-8%	-$71.6K	0.07%	119
2020 Q3	$796K	Buy	9,831 +286	+3%	+$23.4K	0.08%	110
2020 Q2	$752K	Buy	+9,545	New	+$742K	0.08%	113
2020 Q1	–	Sell	-2,510	Closed	-$235K	–	365
2019 Q4	$235K	Hold	2,510	–	–	0.03%	248
2019 Q3	$223K	Sell	2,510 -288	-10%	-$25.2K	0.03%	253
2019 Q2	$244K	Sell	2,798 -4,049	-59%	-$350K	0.04%	237
2019 Q1	$587K	Sell	6,847 -1,460	-18%	-$122K	0.09%	144
2018 Q4	$648K	Sell	8,307 -5,319	-39%	-$444K	0.12%	119
2018 Q3	$1.19M	Sell	13,626 -8,718	-39%	-$754K	0.23%	71
2018 Q2	$1.86M	Sell	22,344 -17,595	-44%	-$1.47M	0.5%	39
2018 Q1	$3.29M	Sell	39,939 -682	-2%	-$58.6K	1.3%	17
2017 Q4	$3.48M	Buy	+40,621	New	+$3.4M	1.59%	12

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altium Wealth Management's VYM Position: Q2 2022 in Review

Altium Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2022, buying an estimated $18.6K and bringing the position to 8,078 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #181.

Altium Wealth Management first reported a position in VYM in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.48M in Q4 2017. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Altium Wealth Management held 8,078 shares of Vanguard High Dividend Yield ETF worth $822K as of Q2 2022.
Altium Wealth Management bought 172 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $18.6K.
Vanguard High Dividend Yield ETF made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #181 holding.
Altium Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 18 quarters since.
Altium Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.48M in Q4 2017.
1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.