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EisnerAmper Wealth Management Corporate Benefits’s Vanguard High Dividend Yield ETF VYM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4 		$917K Sell
8,211
-1,104
-12% -$116K 0.34% 47
2023
Q3 		$962K Sell
9,315
-103,202
-92% -$11.1M 0.43% 42
2023
Q2 		$11.9M Sell
112,517
-2,206
-2% -$231K 5.71% 4
2023
Q1 		$12.1M Buy
114,723
+167
+0.1% +$18K 5.85% 5
2022
Q4 		$12.4M Sell
114,556
-188
-0.2% -$20K 6.33% 5
2022
Q3 		$10.9M Buy
114,744
+424
+0.4% +$44.1K 6.2% 6
2022
Q2 		$11.6M Buy
114,320
+1,491
+1% +$162K 6.17% 6
2022
Q1 		$12.7M Sell
112,829
-7,511
-6% -$838K 6.08% 6
2021
Q4 		$13.5M Sell
120,340
-2,146
-2% -$233K 6.14% 6
2021
Q3 		$12.7M Buy
122,486
+356
+0.3% +$37.6K 6.37% 5
2021
Q2 		$12.8M Buy
122,130
+5,763
+5% +$605K 6.46% 5
2021
Q1 		$11.8M Sell
116,367
-2,877
-2% -$278K 6.35% 6
2020
Q4 		$10.9M Buy
119,244
+6,927
+6% +$602K 6.25% 5
2020
Q3 		$9.09M Sell
112,317
-21,362
-16% -$1.75M 5.97% 6
2020
Q2 		$10.5M Sell
133,679
-359,766
-73% -$28M 7.2% 4
2020
Q1 		$34.9M Buy
493,445
+384,938
+355% +$33.1M 23.69% 1
2019
Q4 		$10.2M Sell
108,507
-2,304
-2% -$209K 6.97% 6
2019
Q3 		$9.83M Buy
110,811
+189
+0.2% +$16.5K 7.12% 6
2019
Q2 		$9.67M Buy
110,622
+125
+0.1% +$10.8K 7.19% 6
2019
Q1 		$9.46M Buy
110,497
+5,682
+5% +$475K 7.07% 5
2018
Q4 		$8.18M Buy
104,815
+2,762
+3% +$230K 7.05% 5
2018
Q3 		$8.89M Buy
102,053
+1,829
+2% +$158K 6.86% 6
2018
Q2 		$8.32M Buy
100,224
+947
+1% +$79.3K 6.77% 6
2018
Q1 		$8.19M Sell
99,277
-980
-1% -$84.3K 6.87% 6
2017
Q4 		$8.59M Sell
100,257
-1,412
-1% -$118K 6.98% 6
2017
Q3 		$8.24M Sell
101,669
-2,504
-2% -$199K 7.09% 6
2017
Q2 		$8.14M Sell
104,173
-2,256
-2% -$176K 7% 5
2017
Q1 		$8.26M Sell
106,429
-8,510
-7% -$657K 7.16% 5
2016
Q4 		$8.71M Sell
114,939
-770
-0.7% -$56.5K 7.47% 5
2016
Q3 		$8.32M Buy
115,709
+1,035
+0.9% +$75.2K 7.15% 5
2016
Q2 		$8.2M Buy
114,674
+2,468
+2% +$173K 7.49% 4
2016
Q1 		$7.75M Buy
112,206
+4,585
+4% +$300K 7.32% 4
2015
Q4 		$7.18M Buy
107,621
+6,281
+6% +$421K 7.07% 4
2015
Q3 		$6.35M Buy
101,340
+7,660
+8% +$504K 4.48% 4
2015
Q2 		$6.31M Buy
+93,680
New +$6.5M 4.85% 5

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's VYM Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q4 2023, selling an estimated $116K and leaving 8,211 shares worth $917K. The position accounts for 0.34% of the portfolio, ranked #47.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VYM in Q2 2015 and has held it in 35 quarters since. The position peaked at $34.9M in Q1 2020. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 8,211 shares of Vanguard High Dividend Yield ETF worth $917K as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 1,104 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $116K.
  • Vanguard High Dividend Yield ETF made up 0.34% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #47 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 35 quarters since.
  • EisnerAmper Wealth Management Corporate Benefits's Vanguard High Dividend Yield ETF position peaked at $34.9M in Q1 2020.
  • 1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.