Baldrige Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Baldrige Asset 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
2023 Q1	$203K	Buy	1,923 +1,142	+146%	+$123K	0.08%	113
2022 Q4	$85K	Hold	781	–	–	0.04%	149
2022 Q3	$74K	Hold	781	–	–	0.04%	148
2022 Q2	$79K	Hold	781	–	–	0.04%	149
2022 Q1	$88K	Hold	781	–	–	0.04%	147
2021 Q4	$88K	Hold	781	–	–	0.03%	139
2021 Q3	$81K	Sell	781 -47	-6%	-$4.97K	0.03%	140
2021 Q2	$87K	Buy	+828	New	+$86.9K	0.04%	138

Other funds holding VYM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baldrige Asset Management's VYM Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 146% in Q1 2023, buying an estimated $123K and bringing the position to 1,923 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #113.

Baldrige Asset Management first reported a position in VYM in Q2 2021 and has held it in 8 quarters since. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Baldrige Asset Management held 1,923 shares of Vanguard High Dividend Yield ETF worth $203K as of Q1 2023.
Baldrige Asset Management bought 1,142 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $123K.
Vanguard High Dividend Yield ETF made up 0.08% of Baldrige Asset Management's portfolio in Q1 2023, its #113 holding.
Baldrige Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 8 quarters since.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.