Heritage Wealth Management (Arizona)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Management (Arizona)’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	$452K	Hold	3,813	–	–	0.25%	82
2024 Q1	$461K	Hold	3,813	–	–	0.24%	90
2023 Q4	$426K	Buy	+3,813	New	+$401K	0.23%	93
2022 Q4	$1.12M	Buy	10,358 +6,149	+146%	+$654K	0.16%	106
2022 Q3	$399K	Hold	4,209	–	–	0.13%	117
2022 Q2	$428K	Sell	4,209 -191	-4%	-$20.7K	0.14%	109
2022 Q1	$494K	Buy	+4,400	New	+$491K	0.13%	115
2021 Q3	$458K	Sell	4,433 -26	-0.6%	-$2.75K	0.16%	101
2021 Q2	$467K	Sell	4,459 -69	-2%	-$7.25K	0.18%	94
2021 Q1	$458K	Buy	+4,528	New	+$437K	0.26%	75

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s VYM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2024 at 3,813 shares worth $452K. The position accounts for 0.25% of the portfolio, ranked #82.

Heritage Wealth Management (Arizona) first reported a position in VYM in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2022. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,813 shares of Vanguard High Dividend Yield ETF worth $452K as of Q2 2024.
Heritage Wealth Management (Arizona) left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2024.
Vanguard High Dividend Yield ETF made up 0.25% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #82 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard High Dividend Yield ETF position peaked at $1.12M in Q4 2022.
1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.