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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Baldwin Wealth Partners's VYM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 6,218 shares — an estimated $797K sold.

Baldwin Wealth Partners first reported a position in VYM in Q2 2021 and held it in 8 quarters. The position peaked at $797K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 6,218 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $797K.
Baldwin Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 8 quarters.
Baldwin Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $797K in Q3 2024.
1,804 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.