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Girard Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Girard Partners’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 		$507K Sell
4,272
-499
-10% -$59.2K 0.05% 177
2024
Q1 		$577K Buy
4,771
+22
+0.5% +$2.52K 0.05% 176
2023
Q4 		$530K Sell
4,749
-152
-3% -$16K 0.05% 182
2023
Q3 		$506K Buy
4,901
+48
+1% +$5.15K 0.06% 170
2023
Q2 		$515K Sell
4,853
-438
-8% -$45.9K 0.05% 173
2023
Q1 		$558K Buy
5,291
+1,604
+44% +$173K 0.06% 171
2022
Q4 		$399K Sell
3,687
-4,253
-54% -$453K 0.05% 202
2022
Q3 		$753K Buy
7,940
+2,962
+60% +$308K 0.1% 145
2022
Q2 		$506K Buy
4,978
+849
+21% +$92K 0.06% 159
2022
Q1 		$463K Buy
+4,129
New +$461K 0.05% 170
2020
Q1 		– Sell
-2,509
Closed -$235K – 233
2019
Q4 		$235K Buy
+2,509
New +$228K 0.04% 205
2019
Q3 		– Sell
-2,844
Closed -$248K – 236
2019
Q2 		$248K Sell
2,844
-123
-4% -$10.6K 0.04% 217
2019
Q1 		$254K Buy
2,967
+21
+0.7% +$1.75K 0.05% 212
2018
Q4 		$229K Sell
2,946
-6
-0.2% -$500 0.05% 220
2018
Q3 		$257K Sell
2,952
-76
-3% -$6.58K 0.05% 217
2018
Q2 		$251K Sell
3,028
-386
-11% -$32.3K 0.05% 229
2018
Q1 		$282K Buy
3,414
+239
+8% +$20.5K 0.07% 193
2017
Q4 		$272K Buy
3,175
+277
+10% +$23.2K 0.05% 225
2017
Q3 		$235K Sell
2,898
-315
-10% -$25K 0.05% 225
2017
Q2 		$251K Buy
3,213
+126
+4% +$9.81K 0.05% 224
2017
Q1 		$240K Sell
3,087
-67
-2% -$5.17K 0.06% 208
2016
Q4 		$239K Sell
3,154
-59
-2% -$4.33K 0.07% 191
2016
Q3 		$232K Buy
+3,213
New +$233K 0.08% 182
2014
Q1 		– Sell
-3,300
Closed -$206K – 148
2013
Q4 		$206K Buy
+3,300
New +$199K 0.16% 122

Other funds holding VYM

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

Girard Partners's VYM Position: Q2 2024 in Review

Girard Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2024, selling an estimated $59.2K and leaving 4,272 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #177.

Girard Partners first reported a position in VYM in Q4 2013 and has held it in 24 quarters since. The position peaked at $753K in Q3 2022. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Girard Partners held 4,272 shares of Vanguard High Dividend Yield ETF worth $507K as of Q2 2024.
  • Girard Partners sold 499 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $59.2K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Girard Partners's portfolio in Q2 2024, its #177 holding.
  • Girard Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 24 quarters since.
  • Girard Partners's Vanguard High Dividend Yield ETF position peaked at $753K in Q3 2022.
  • 1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.