HighMark Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HighMark Wealth 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 Q1	–	Sell	-44	Closed	-$4.9K	–	612
2023 Q4	$4.9K	Buy	44 +1	+2%	+$105	﹤0.01%	375
2023 Q3	$4.49K	Hold	43	–	–	﹤0.01%	365
2023 Q2	$4.58K	Sell	43 -123	-74%	-$12.9K	﹤0.01%	372
2023 Q1	$17.5K	Buy	166 +19	+13%	+$2.04K	0.01%	225
2022 Q4	$15.9K	Buy	147 +13	+10%	+$1.38K	0.01%	190
2022 Q3	$13K	Buy	134 +20	+18%	+$2.08K	0.01%	210
2022 Q2	$12K	Buy	114 +6	+6%	+$650	0.01%	225
2022 Q1	$12K	Buy	108 +1	+0.9%	+$112	0.01%	246
2021 Q4	$12K	Buy	107 +14	+15%	+$1.52K	0.01%	237
2021 Q3	$10K	Buy	93 +25	+37%	+$2.64K	0.01%	253
2021 Q2	$7K	Buy	+68	New	+$7.14K	0.01%	319

Other funds holding VYM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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