Halpern Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Halpern Financial’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 Q3	$34.1K	Hold	266	–	–	0.01%	101
2024 Q2	$31.5K	Sell	266 -41	-13%	-$4.86K	0.01%	104
2024 Q1	$36.8K	Hold	307	–	–	0.01%	104
2023 Q4	$34.3K	Buy	+307	New	+$32.3K	0.01%	111
2023 Q2	–	Sell	-76	Closed	-$8.02K	–	261
2023 Q1	$8.02K	Sell	76 -182	-71%	-$19.6K	﹤0.01%	136
2022 Q4	$27.9K	Hold	258	–	–	0.01%	102
2022 Q3	$24.5K	Sell	258 -235	-48%	-$24.4K	0.01%	104
2022 Q2	$50.1K	Hold	493	–	–	0.02%	84
2022 Q1	$55.3K	Buy	493 +76	+18%	+$8.48K	0.02%	91
2021 Q4	$46.8K	Buy	+417	New	+$45.4K	0.02%	85

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

Halpern Financial's VYM Position: Q3 2024 in Review

Halpern Financial held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2024 at 266 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #101.

Halpern Financial first reported a position in VYM in Q4 2021 and has held it in 10 quarters since. The position peaked at $55.3K in Q1 2022. 1,652 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

Halpern Financial held 266 shares of Vanguard High Dividend Yield ETF worth $34.1K as of Q3 2024.
Halpern Financial left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2024.
Vanguard High Dividend Yield ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #101 holding.
Halpern Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 10 quarters since.
Halpern Financial's Vanguard High Dividend Yield ETF position peaked at $55.3K in Q1 2022.
1,652 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.