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Custom Portfolio Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Custom Portfolio Group’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 		$196K Hold
3,499
– – 0.15% 47
2024
Q1 		$200K Hold
3,499
– – 0.16% 46
2023
Q4 		$184K Buy
+3,499
New +$368K 0.16% 43

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

Custom Portfolio Group's VYM Position: Q2 2024 in Review

Custom Portfolio Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2024 at 3,499 shares worth $196K. The position accounts for 0.15% of the portfolio, ranked #47.

Custom Portfolio Group first reported a position in VYM in Q4 2023 and has held it in 3 quarters since. The position peaked at $200K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Custom Portfolio Group held 3,499 shares of Vanguard High Dividend Yield ETF worth $196K as of Q2 2024.
  • Custom Portfolio Group left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2024.
  • Vanguard High Dividend Yield ETF made up 0.15% of Custom Portfolio Group's portfolio in Q2 2024, its #47 holding.
  • Custom Portfolio Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Vanguard High Dividend Yield ETF position peaked at $200K in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.