Fernwood Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fernwood Investment 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	-1,617	Closed	-$207K	–	197
2024 Q3	$207K	Buy	+1,617	New	+$200K	0.07%	178
2024 Q2	–	Sell	-1,654	Closed	-$200K	–	682
2024 Q1	$200K	Buy	+1,654	New	+$190K	0.06%	193
2023 Q4	–	Sell	-2,047	Closed	-$212K	–	200
2023 Q3	$212K	Sell	2,047 -17	-0.8%	-$1.82K	0.08%	178
2023 Q2	$219K	Sell	2,064 -287	-12%	-$30.1K	0.08%	174
2023 Q1	$248K	Sell	2,351 -197	-8%	-$21.2K	0.1%	155
2022 Q4	$276K	Buy	2,548 +61	+2%	+$6.49K	0.11%	152
2022 Q3	$236K	Buy	2,487 +51	+2%	+$5.3K	0.1%	156
2022 Q2	$248K	Buy	2,436 +127	+6%	+$13.8K	0.11%	158
2022 Q1	$259K	Buy	2,309 +5	+0.2%	+$558	0.09%	165
2021 Q4	$258K	Buy	2,304 +1	+0%	+$109	0.08%	172
2021 Q3	$238K	Buy	2,303 +41	+2%	+$4.33K	0.08%	176
2021 Q2	$237K	Sell	2,262 -19	-0.8%	-$2K	0.08%	177
2021 Q1	$231K	Buy	+2,281	New	+$220K	0.08%	175

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fernwood Investment Management's VYM Position: Q4 2024 in Review

Fernwood Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 1,617 shares — an estimated $207K sold.

Fernwood Investment Management first reported a position in VYM in Q1 2021 and held it in 13 quarters. The position peaked at $276K in Q4 2022. 1,799 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Fernwood Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,617 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $207K.
Fernwood Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 13 quarters.
Fernwood Investment Management's Vanguard High Dividend Yield ETF position peaked at $276K in Q4 2022.
1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.