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

Aspire 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	$486K	Buy	3,791 +26	+0.7%	+$3.21K	0.26%	63
2024 Q2	$447K	Buy	3,765 +32	+0.9%	+$3.79K	0.26%	64
2024 Q1	$452K	Sell	3,733 -64	-2%	-$7.33K	0.27%	60
2023 Q4	$424K	Hold	3,797	–	–	0.29%	60
2023 Q3	$392K	Hold	3,797	–	–	0.3%	56
2023 Q2	$403K	Hold	3,797	–	–	0.3%	60
2023 Q1	$401K	Hold	3,797	–	–	0.33%	60
2022 Q4	$411K	Hold	3,797	–	–	0.36%	49
2022 Q3	$360K	Hold	3,797	–	–	0.34%	52
2022 Q2	$386K	Hold	3,797	–	–	0.36%	52
2022 Q1	$426K	Buy	3,797 +2	+0.1%	+$223	0.34%	51
2021 Q4	$425K	Buy	+3,795	New	+$413K	0.34%	50

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Aspire Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.69% in Q3 2024, buying an estimated $3.21K and bringing the position to 3,791 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #63.

Aspire Wealth Management first reported a position in VYM in Q4 2021 and has held it in 12 quarters since. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

Aspire Wealth Management held 3,791 shares of Vanguard High Dividend Yield ETF worth $486K as of Q3 2024.
Aspire Wealth Management bought 26 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $3.21K.
Vanguard High Dividend Yield ETF made up 0.26% of Aspire Wealth Management's portfolio in Q3 2024, its #63 holding.
Aspire Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 12 quarters since.
1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.