BMMM
VYM icon

Boston Mountain Money Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Boston Mountain Money 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
Q3 		$819K Sell
6,388
-345
-5% -$42.6K 0.48% 24
2024
Q2 		$799K Hold
6,733
– – 0.53% 24
2024
Q1 		$815K Buy
+6,733
New +$771K 0.56% 24

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Mountain Money Management's VYM Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.1% in Q3 2024, selling an estimated $42.6K and leaving 6,388 shares worth $819K. The position accounts for 0.48% of the portfolio, ranked #24.

Boston Mountain Money Management first reported a position in VYM in Q1 2024 and has held it in 3 quarters since. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • Boston Mountain Money Management held 6,388 shares of Vanguard High Dividend Yield ETF worth $819K as of Q3 2024.
  • Boston Mountain Money Management sold 345 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $42.6K.
  • Vanguard High Dividend Yield ETF made up 0.48% of Boston Mountain Money Management's portfolio in Q3 2024, its #24 holding.
  • Boston Mountain Money Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.