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Buckingham Strategic Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Buckingham Strategic Wealth’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 		$3.45M Sell
29,131
-770
-3% -$91.3K 0.04% 178
2024
Q1 		$3.62M Sell
29,901
-2,711
-8% -$311K 0.04% 176
2023
Q4 		$3.64M Buy
32,612
+481
+1% +$50.5K 0.04% 168
2023
Q3 		$3.32M Sell
32,131
-5,868
-15% -$630K 0.05% 163
2023
Q2 		$4.03M Buy
37,999
+4,088
+12% +$429K 0.06% 148
2023
Q1 		$3.67M Hold
33,911
– – 0.07% 133
2022
Q4 		$3.67M Sell
33,911
-395
-1% -$42K 0.07% 133
2022
Q3 		$3.25M Buy
34,306
+23
+0.1% +$2.39K 0.07% 131
2022
Q2 		$3.49M Sell
34,283
-2,009
-6% -$218K 0.07% 129
2022
Q1 		$4.07M Buy
36,292
+1,956
+6% +$218K 0.08% 123
2021
Q4 		$3.85M Sell
34,336
-69
-0.2% -$7.51K 0.07% 122
2021
Q3 		$3.56M Sell
34,405
-71
-0.2% -$7.51K 0.07% 128
2021
Q2 		$3.61M Buy
34,476
+1,931
+6% +$203K 0.09% 121
2021
Q1 		$3.29M Sell
32,545
-1,303
-4% -$126K 0.16% 114
2020
Q4 		$3.1M Sell
33,848
-16,712
-33% -$1.45M 0.16% 114
2020
Q3 		$4.09M Sell
50,560
-66,259
-57% -$5.43M 0.31% 69
2020
Q2 		$9.2M Buy
116,819
+106,269
+1,007% +$8.26M 0.88% 27
2020
Q1 		$746K Buy
10,550
+1,971
+23% +$169K 0.07% 205
2019
Q4 		$804K Buy
8,579
+944
+12% +$85.6K 0.08% 188
2019
Q3 		$677K Buy
7,635
+302
+4% +$26.4K 0.07% 189
2019
Q2 		$641K Sell
7,333
-3,988
-35% -$345K 0.07% 205
2019
Q1 		$970K Sell
11,321
-3,678
-25% -$307K 0.12% 138
2018
Q4 		$1.17M Sell
14,999
-2,162
-13% -$180K 0.18% 101
2018
Q3 		$1.5M Sell
17,161
-6,667
-28% -$577K 0.23% 94
2018
Q2 		$1.98M Buy
23,828
+5,220
+28% +$437K 0.32% 66
2018
Q1 		$1.53M Buy
18,608
+14,537
+357% +$1.25M 0.3% 74
2017
Q4 		$349K Buy
4,071
+5
+0.1% +$418 0.07% 213
2017
Q3 		$330K Sell
4,066
-103
-2% -$8.17K 0.08% 213
2017
Q2 		$326K Buy
4,169
+286
+7% +$22.3K 0.08% 207
2017
Q1 		$301K Buy
3,883
+28
+0.7% +$2.16K 0.09% 192
2016
Q4 		$292K Buy
+3,855
New +$283K 0.09% 171

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

Buckingham Strategic Wealth's VYM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q2 2024, selling an estimated $91.3K and leaving 29,131 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #178.

Buckingham Strategic Wealth first reported a position in VYM in Q4 2016 and has held it in 31 quarters since. The position peaked at $9.2M in Q2 2020. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Buckingham Strategic Wealth held 29,131 shares of Vanguard High Dividend Yield ETF worth $3.45M as of Q2 2024.
  • Buckingham Strategic Wealth sold 770 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $91.3K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #178 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 31 quarters since.
  • Buckingham Strategic Wealth's Vanguard High Dividend Yield ETF position peaked at $9.2M in Q2 2020.
  • 1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.