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Coombe, Bender & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Coombe, Bender & Co’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
-1,351
Closed -$163K – 82
2024
Q1 		$163K Buy
+1,351
New +$155K 0.1% 70

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 22.96% 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

Coombe, Bender & Co's VYM Position: Q2 2024 in Review

Coombe, Bender & Co sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 1,351 shares — an estimated $163K sold.

Coombe, Bender & Co first reported a position in VYM in Q1 2024 and held it in 1 quarter. The position peaked at $163K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Coombe, Bender & Co reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Coombe, Bender & Co sold 1,351 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $163K.
  • Coombe, Bender & Co first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and held it in 1 quarter.
  • Coombe, Bender & Co's Vanguard High Dividend Yield ETF position peaked at $163K in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.