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

Dynasty 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
2024
Q4 		– Sell
-29,516
Closed -$787K – 272
2024
Q3 		$787K Buy
+29,516
New +$3.64M 0.02% 149

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dynasty Wealth Management's VYM Position: Q4 2024 in Review

Dynasty Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 29,516 shares — an estimated $787K sold.

Dynasty Wealth Management first reported a position in VYM in Q3 2024 and held it in 1 quarter. The position peaked at $787K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Dynasty Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 29,516 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $787K.
  • Dynasty Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Vanguard High Dividend Yield ETF position peaked at $787K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.