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Cedar Brook Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cedar Brook Financial Partners’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
-16,359
Closed -$1.98M – 418
2024
Q1 		$1.98M Buy
16,359
+193
+1% +$22.1K 0.39% 56
2023
Q4 		$1.8M Buy
16,166
+296
+2% +$31.1K 0.4% 59
2023
Q3 		$1.64M Sell
15,870
-610
-4% -$65.5K 0.43% 58
2023
Q2 		$1.75M Sell
16,480
-1,152
-7% -$121K 0.42% 58
2023
Q1 		$1.86M Buy
17,632
+450
+3% +$48.4K 0.48% 47
2022
Q4 		$1.86M Buy
17,182
+804
+5% +$85.6K 0.52% 44
2022
Q3 		$1.55M Buy
16,378
+1,009
+7% +$105K 0.5% 47
2022
Q2 		$1.56M Sell
15,369
-587
-4% -$63.6K 0.49% 51
2022
Q1 		$1.79M Buy
15,956
+509
+3% +$56.8K 0.46% 51
2021
Q4 		$1.73M Buy
15,447
+318
+2% +$34.6K 0.44% 51
2021
Q3 		$1.56M Buy
15,129
+157
+1% +$16.6K 0.47% 54
2021
Q2 		$1.57M Sell
14,972
-946
-6% -$99.3K 0.45% 52
2021
Q1 		$1.61M Sell
15,918
-4
-0% -$386 0.56% 44
2020
Q4 		$1.46M Buy
15,922
+1,129
+8% +$98.1K 0.52% 46
2020
Q3 		$1.2M Sell
14,793
-619
-4% -$50.7K 0.47% 52
2020
Q2 		$1.21M Sell
15,412
-257
-2% -$20K 0.54% 42
2020
Q1 		$1.11M Buy
15,669
+662
+4% +$56.9K 0.62% 36
2019
Q4 		$1.41M Buy
15,007
+955
+7% +$86.6K 0.6% 44
2019
Q3 		$1.25M Buy
14,052
+745
+6% +$65.2K 0.55% 42
2019
Q2 		$1.16M Buy
13,307
+3,411
+34% +$295K 0.54% 51
2019
Q1 		$848K Buy
9,896
+1,467
+17% +$123K 0.41% 73
2018
Q4 		$657K Buy
+8,429
New +$703K 0.4% 79

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 22.9% 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

Cedar Brook Financial Partners's VYM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 16,359 shares — an estimated $1.98M sold.

Cedar Brook Financial Partners first reported a position in VYM in Q4 2018 and held it in 22 quarters. The position peaked at $1.98M in Q1 2024. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 16,359 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $1.98M.
  • Cedar Brook Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard High Dividend Yield ETF position peaked at $1.98M in Q1 2024.
  • 1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.