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Beam Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beam Wealth Advisors’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
-2,862
Closed -$346K – 159
2024
Q1 		$346K Buy
2,862
+13
+0.5% +$1.49K 0.21% 78
2023
Q4 		$318K Buy
2,849
+389
+16% +$40.9K 0.2% 75
2023
Q3 		$254K Buy
2,460
+18
+0.7% +$1.93K 0.18% 83
2023
Q2 		$259K Buy
2,442
+21
+0.9% +$2.2K 0.18% 86
2023
Q1 		$255K Buy
2,421
+17
+0.7% +$1.83K 0.26% 82
2022
Q4 		$260K Buy
2,404
+246
+11% +$26.2K 0.27% 80
2022
Q3 		$205K Buy
2,158
+17
+0.8% +$1.77K 0.23% 96
2022
Q2 		$218K Buy
2,141
+58
+3% +$6.29K 0.24% 95
2022
Q1 		$234K Sell
2,083
-1,192
-36% -$133K 0.27% 79
2021
Q4 		$367K Buy
3,275
+1,246
+61% +$136K 0.42% 59
2021
Q3 		$210K Buy
2,029
+15
+0.7% +$1.59K 0.18% 134
2021
Q2 		$211K Buy
+2,014
New +$211K 0.18% 127

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Beam Wealth Advisors's VYM Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 2,862 shares — an estimated $346K sold.

Beam Wealth Advisors first reported a position in VYM in Q2 2021 and held it in 12 quarters. The position peaked at $367K in Q4 2021. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,862 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $346K.
  • Beam Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 12 quarters.
  • Beam Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $367K in Q4 2021.
  • 1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.