Beacon Capital Management Inc (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2022 Q4	–	Sell	-50	Closed	-$5K	–	115
2022 Q3	$5K	Buy	+50	New	+$5.2K	﹤0.01%	61
2018 Q1	–	Sell	-135	Closed	-$12K	–	117
2017 Q4	$12K	Buy	+135	New	+$11.3K	﹤0.01%	45
2015 Q2	–	Sell	-38	Closed	-$3K	–	258
2015 Q1	$3K	Buy	+38	New	+$2.61K	﹤0.01%	218

Other funds holding VYM

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

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

Beacon Capital Management Inc (Ohio)'s VYM Position: Q4 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 50 shares — an estimated $5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VYM in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Beacon Capital Management Inc (Ohio) reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 50 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $5K.
Beacon Capital Management Inc (Ohio) first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s Vanguard High Dividend Yield ETF position peaked at $12K in Q4 2017.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2022, filed 12 Jan 2023.