HWMA
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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

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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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return