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Centerpoint Advisors’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Centerpoint Advisors’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
Q4
–
Sell
-8
Closed
-$1K
–
490
2024
Q3
$1K
Hold
8
–
–
﹤0.01%
460
2024
Q2
$1K
Hold
8
–
–
﹤0.01%
430
2024
Q1
$1K
Hold
8
–
–
﹤0.01%
422
2023
Q4
$1K
Hold
8
–
–
﹤0.01%
416
2023
Q3
$1K
Sell
8
-247
-97%
-$26.5K
﹤0.01%
552
2023
Q2
$27K
Buy
255
+8
+3%
+$839
0.01%
215
2023
Q1
$26K
Hold
247
–
–
0.01%
226
2022
Q4
$27K
Hold
247
–
–
0.01%
184
2022
Q3
$23K
Hold
247
–
–
0.01%
176
2022
Q2
$25K
Hold
247
–
–
0.01%
180
2022
Q1
$28K
Hold
247
–
–
0.01%
175
2021
Q4
$28K
Buy
+247
New
+$26.9K
0.01%
161
2020
Q2
–
Sell
-100
Closed
-$7K
–
304
2020
Q1
$7K
Hold
100
–
–
0.01%
163
2019
Q4
$9K
Hold
100
–
–
0.01%
174
2019
Q3
$9K
Hold
100
–
–
0.01%
167
2019
Q2
$9K
Hold
100
–
–
0.01%
167
2019
Q1
$9K
Hold
100
–
–
0.01%
167
2018
Q4
$8K
Hold
100
–
–
0.01%
164
2018
Q3
$9K
Buy
+100
New
+$8.65K
0.01%
161
Other funds holding VYM
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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