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Charles D. Hyman’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Charles D. Hyman’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 		$508K Buy
4,286
+3
+0.1% +$356 0.03% 167
2024
Q1 		$518K Buy
4,283
+2
+0% +$229 0.03% 166
2023
Q4 		$478K Sell
4,281
-33
-0.8% -$3.47K 0.03% 168
2023
Q3 		$446K Sell
4,314
-34
-0.8% -$3.65K 0.03% 164
2023
Q2 		$461K Sell
4,348
-33
-0.8% -$3.46K 0.03% 170
2023
Q1 		$462K Buy
4,381
+2
+0% +$215 0.03% 170
2022
Q4 		$474K Buy
4,379
+10
+0.2% +$1.06K 0.03% 160
2022
Q3 		$415K Buy
4,369
+8
+0.2% +$832 0.03% 161
2022
Q2 		$444K Buy
4,361
+8
+0.2% +$867 0.03% 159
2022
Q1 		$489K Buy
4,353
+6
+0.1% +$669 0.03% 164
2021
Q4 		$487K Buy
4,347
+9
+0.2% +$979 0.03% 166
2021
Q3 		$448K Buy
4,338
+7
+0.2% +$740 0.03% 161
2021
Q2 		$454K Buy
4,331
+7
+0.2% +$735 0.03% 164
2021
Q1 		$437K Sell
4,324
-877
-17% -$84.6K 0.03% 164
2020
Q4 		$476K Buy
5,201
+8
+0.2% +$695 0.04% 153
2020
Q3 		$420K Buy
5,193
+9
+0.2% +$737 0.04% 158
2020
Q2 		$408K Buy
5,184
+11
+0.2% +$855 0.04% 153
2020
Q1 		$366K Sell
5,173
-1,668
-24% -$143K 0.05% 132
2019
Q4 		$641K Sell
6,841
-357
-5% -$32.4K 0.06% 116
2019
Q3 		$639K Buy
7,198
+8
+0.1% +$700 0.07% 111
2019
Q2 		$628K Buy
7,190
+7
+0.1% +$605 0.07% 111
2019
Q1 		$615K Buy
+7,183
New +$600K 0.06% 118

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

Charles D. Hyman's VYM Position: Q2 2024 in Review

Charles D. Hyman increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q2 2024, buying an estimated $356 and bringing the position to 4,286 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #167.

Charles D. Hyman first reported a position in VYM in Q1 2019 and has held it in 22 quarters since. The position peaked at $641K in Q4 2019. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Charles D. Hyman held 4,286 shares of Vanguard High Dividend Yield ETF worth $508K as of Q2 2024.
  • Charles D. Hyman bought 3 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $356.
  • Vanguard High Dividend Yield ETF made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #167 holding.
  • Charles D. Hyman first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 22 quarters since.
  • Charles D. Hyman's Vanguard High Dividend Yield ETF position peaked at $641K in Q4 2019.
  • 1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.