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 $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $171B AUM 24.68% 1-Year Est. Return

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

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

Baker Tilly Wealth Management's VYM Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 1,769 shares — an estimated $214K sold.

Baker Tilly Wealth Management first reported a position in VYM in Q1 2021 and held it in 6 quarters. The position peaked at $563K in Q2 2021. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,769 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $214K.
Baker Tilly Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 6 quarters.
Baker Tilly Wealth Management's Vanguard High Dividend Yield ETF position peaked at $563K in Q2 2021.
1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.