Householder Group Estate & Retirement Specialist’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$51K	Sell	406 -830	-67%	-$108K	0.04%	212
2024 Q3	$158K	Sell	1,236 -677	-35%	-$83.6K	0.05%	292
2024 Q2	$226K	Buy	1,913 +345	+22%	+$40.9K	0.06%	233
2024 Q1	$190K	Sell	1,568 -231	-13%	-$26.5K	0.06%	247
2023 Q4	$200K	Sell	1,799 -95	-5%	-$9.98K	0.07%	242
2023 Q3	$196K	Buy	+1,894	New	+$203K	0.07%	223
2023 Q1	$262K	Buy	+2,488	New	+$268K	0.1%	173
2022 Q4	–	Sell	-1,680	Closed	-$159K	–	1150
2022 Q3	$159K	Buy	+1,680	New	+$175K	0.07%	202

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VYM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard High Dividend Yield ETF (VYM) stake by 67% in Q4 2024, selling an estimated $108K and leaving 406 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #212.

Householder Group Estate & Retirement Specialist first reported a position in VYM in Q3 2022 and has held it in 8 quarters since. The position peaked at $262K in Q1 2023. 1,799 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 406 shares of Vanguard High Dividend Yield ETF worth $51K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 830 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $108K.
Vanguard High Dividend Yield ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #212 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard High Dividend Yield ETF position peaked at $262K in Q1 2023.
1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.