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BKM Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-586,834
Closed -$717K – 556
2023
Q4 		$717K Buy
+586,834
New +$61.7M 0.31% 79

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BKM Wealth Management's VYM Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 586,834 shares — an estimated $717K sold.

BKM Wealth Management first reported a position in VYM in Q4 2023 and held it in 1 quarter. The position peaked at $717K in Q4 2023. 1,602 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 586,834 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $717K.
  • BKM Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard High Dividend Yield ETF position peaked at $717K in Q4 2023.
  • 1,602 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.