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Baldwin Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-6,218
Closed -$797K – 1018
2024
Q3 		$797K Buy
+6,218
New +$768K 0.05% 141
2024
Q2 		– Sell
-300
Closed -$36.3K – 826
2024
Q1 		$36.3K Hold
300
– – ﹤0.01% 409
2023
Q4 		$33.5K Hold
300
– – ﹤0.01% 431
2023
Q3 		$31K Hold
300
– – ﹤0.01% 456
2023
Q2 		$31.8K Hold
300
– – ﹤0.01% 478
2023
Q1 		$31.6K Sell
300
-142
-32% -$15.3K ﹤0.01% 485
2022
Q4 		$47.8K Buy
+442
New +$47K ﹤0.01% 419
2021
Q3 		– Sell
-7
Closed -$1K – 675
2021
Q2 		$1K Buy
+7
New +$735 ﹤0.01% 653

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LPL Financial
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JP Morgan Chase
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return