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

Brophy 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 Q3	$290K	Buy	+2,260	New	+$279K	0.1%	177

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brophy Wealth Management's VYM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2024: 2,260 shares worth $290K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

Brophy Wealth Management held 2,260 shares of Vanguard High Dividend Yield ETF worth $290K as of Q3 2024.
Vanguard High Dividend Yield ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard High Dividend Yield ETF made up 0.1% of Brophy Wealth Management's portfolio in Q3 2024, its #177 holding.
1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.