BTWM
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Baker Tilly Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Baker Tilly 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
Q2 		– Sell
-1,769
Closed -$214K – 413
2024
Q1 		$214K Sell
1,769
-1,253
-41% -$144K 0.04% 400
2023
Q4 		$337K Buy
+3,022
New +$318K 0.06% 370
2022
Q4 		– Sell
-2,150
Closed -$204K – 570
2022
Q3 		$204K Buy
+2,150
New +$224K 0.03% 475
2021
Q4 		– Sell
-5,372
Closed -$555K – 549
2021
Q3 		$555K Hold
5,372
– – 0.07% 292
2021
Q2 		$563K Buy
5,372
+375
+8% +$39.4K 0.09% 253
2021
Q1 		$505K Buy
+4,997
New +$482K 0.1% 240

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