Core Wealth Advisors (Florida)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Core Wealth Advisors (Florida)’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	-136	Closed	-$16.5K	–	235
2024 Q1	$16.5K	Hold	136	–	–	0.01%	155
2023 Q4	$15.2K	Hold	136	–	–	0.01%	155
2023 Q3	$14.1K	Hold	136	–	–	0.01%	135
2023 Q2	$14.4K	Hold	136	–	–	0.01%	133
2023 Q1	$14.3K	Hold	136	–	–	0.01%	129
2022 Q4	$14.7K	Hold	136	–	–	0.01%	137
2022 Q3	$13K	Hold	136	–	–	0.01%	129
2022 Q2	$14K	Hold	136	–	–	0.01%	128
2022 Q1	$15K	Hold	136	–	–	0.01%	131
2021 Q4	$15K	Hold	136	–	–	0.01%	141
2021 Q3	$14K	Hold	136	–	–	0.01%	126
2021 Q2	$14K	Hold	136	–	–	0.01%	117
2021 Q1	$14K	Hold	136	–	–	0.01%	106
2020 Q4	$12K	Hold	136	–	–	0.01%	112
2020 Q3	$11K	Buy	+136	New	+$11.1K	0.01%	100

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VYM Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 136 shares — an estimated $16.5K sold.

Core Wealth Advisors (Florida) first reported a position in VYM in Q3 2020 and held it in 15 quarters. The position peaked at $16.5K in Q1 2024. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 136 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $16.5K.
Core Wealth Advisors (Florida) first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 15 quarters.
Core Wealth Advisors (Florida)'s Vanguard High Dividend Yield ETF position peaked at $16.5K in Q1 2024.
1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.