EMFO LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

EMFO LLC’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	$122K	Hold	1,026	–	–	0.11%	113
2024 Q1	$124K	Hold	1,026	–	–	0.11%	113
2023 Q4	$115K	Sell	1,026 -2,045	-67%	-$215K	0.11%	114
2023 Q3	$317K	Hold	3,071	–	–	0.3%	66
2023 Q2	$326K	Hold	3,071	–	–	0.3%	69
2023 Q1	$324K	Hold	3,071	–	–	0.31%	66
2022 Q4	$332K	Hold	3,071	–	–	0.33%	63
2022 Q3	$291K	Hold	3,071	–	–	0.28%	76
2022 Q2	$312K	Hold	3,071	–	–	0.32%	62
2022 Q1	$345K	Hold	3,071	–	–	0.31%	66
2021 Q4	$344K	Hold	3,071	–	–	0.3%	71
2021 Q3	$317K	Hold	3,071	–	–	0.28%	70
2021 Q2	$322K	Buy	+3,071	New	+$322K	0.28%	74

Other funds holding VYM

SLI

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

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

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

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

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

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

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

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

EMFO LLC's VYM Position: Q2 2024 in Review

EMFO LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2024 at 1,026 shares worth $122K. The position accounts for 0.11% of the portfolio, ranked #113.

EMFO LLC first reported a position in VYM in Q2 2021 and has held it in 13 quarters since. The position peaked at $345K in Q1 2022. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

EMFO LLC held 1,026 shares of Vanguard High Dividend Yield ETF worth $122K as of Q2 2024.
EMFO LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2024.
Vanguard High Dividend Yield ETF made up 0.11% of EMFO LLC's portfolio in Q2 2024, its #113 holding.
EMFO LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Vanguard High Dividend Yield ETF position peaked at $345K in Q1 2022.
1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.