Doyle Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Doyle Wealth Management’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
2022 Q3	$4.76M	Buy	50,218 +289	+0.6%	+$30.1K	0.41%	59
2022 Q2	$5.08M	Buy	49,929 +12,048	+32%	+$1.31M	0.41%	64
2022 Q1	$4.25M	Buy	37,881 +1,915	+5%	+$214K	0.31%	68
2021 Q4	$4.03M	Buy	35,966 +3,684	+11%	+$401K	0.29%	69
2021 Q3	$3.34M	Buy	32,282 +4,608	+17%	+$487K	0.27%	72
2021 Q2	$2.9M	Sell	27,674 -1,660	-6%	-$174K	0.24%	71
2021 Q1	$2.96M	Sell	29,334 -1,706	-5%	-$165K	0.28%	67
2020 Q4	$2.84M	Sell	31,040 -1,810	-6%	-$157K	0.29%	67
2020 Q3	$2.66M	Sell	32,850 -2,342	-7%	-$192K	0.31%	62
2020 Q2	$2.77M	Sell	35,192 -6,398	-15%	-$497K	0.37%	55
2020 Q1	$2.94M	Buy	41,590 +6,815	+20%	+$586K	0.47%	43
2019 Q4	$3.26M	Buy	34,775 +1,852	+6%	+$168K	0.41%	50
2019 Q3	$2.92M	Buy	32,923 +1,809	+6%	+$158K	0.4%	49
2019 Q2	$2.72M	Buy	31,114 +2,696	+9%	+$233K	0.38%	51
2019 Q1	$2.45M	Buy	28,418 +1,425	+5%	+$119K	0.36%	51
2018 Q4	$2.1M	Buy	26,993 +525	+2%	+$43.8K	0.36%	49
2018 Q3	$2.31M	Buy	26,468 +762	+3%	+$65.9K	0.36%	51
2018 Q2	$2.13M	Buy	25,706 +94	+0.4%	+$7.87K	0.35%	53
2018 Q1	$2.11M	Buy	25,612 +1,362	+6%	+$117K	0.36%	54
2017 Q4	$2.08M	Buy	24,250 +738	+3%	+$61.7K	0.35%	52
2017 Q3	$1.91M	Sell	23,512 -259	-1%	-$20.6K	0.33%	54
2017 Q2	$1.86M	Buy	23,771 +704	+3%	+$54.8K	0.34%	53
2017 Q1	$1.79M	Buy	+23,067	New	+$1.78M	0.37%	53

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Doyle Wealth Management's VYM Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q3 2022, buying an estimated $30.1K and bringing the position to 50,218 shares worth $4.76M. The position accounts for 0.41% of the portfolio, ranked #59.

Doyle Wealth Management first reported a position in VYM in Q1 2017 and has held it in 23 quarters since. The position peaked at $5.08M in Q2 2022. 1,321 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Doyle Wealth Management held 50,218 shares of Vanguard High Dividend Yield ETF worth $4.76M as of Q3 2022.
Doyle Wealth Management bought 289 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $30.1K.
Vanguard High Dividend Yield ETF made up 0.41% of Doyle Wealth Management's portfolio in Q3 2022, its #59 holding.
Doyle Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard High Dividend Yield ETF position peaked at $5.08M in Q2 2022.
1,321 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.