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HoyleCohen’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HoyleCohen’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 		$255K Sell
2,149
-56
-3% -$6.64K 0.02% 244
2024
Q1 		$267K Buy
2,205
+87
+4% +$9.97K 0.02% 247
2023
Q4 		$236K Sell
2,118
-88
-4% -$9.25K 0.02% 249
2023
Q3 		$228K Sell
2,206
-606
-22% -$65K 0.02% 242
2023
Q2 		$298K Sell
2,812
-62
-2% -$6.5K 0.03% 222
2023
Q1 		$303K Sell
2,874
-36
-1% -$3.87K 0.03% 220
2022
Q4 		$315K Buy
2,910
+393
+16% +$41.8K 0.03% 221
2022
Q3 		$239K Buy
2,517
+287
+13% +$29.8K 0.03% 226
2022
Q2 		$227K Buy
2,230
+3
+0.1% +$325 0.02% 237
2022
Q1 		$250K Buy
2,227
+13
+0.6% +$1.45K 0.02% 240
2021
Q4 		$248K Buy
2,214
+3
+0.1% +$326 0.02% 257
2021
Q3 		$228K Buy
2,211
+3
+0.1% +$317 0.02% 247
2021
Q2 		$231 Buy
2,208
+2
+0.1% +$210 0.02% 249
2021
Q1 		$223K Buy
2,206
+3
+0.1% +$289 0.02% 247
2020
Q4 		$202K Buy
+2,203
New +$191K 0.02% 217

Other funds holding VYM

SLI
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 $377B 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 $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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HoyleCohen's VYM Position: Q2 2024 in Review

HoyleCohen reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2024, selling an estimated $6.64K and leaving 2,149 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #244.

HoyleCohen first reported a position in VYM in Q4 2020 and has held it in 15 quarters since. The position peaked at $315K in Q4 2022. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • HoyleCohen held 2,149 shares of Vanguard High Dividend Yield ETF worth $255K as of Q2 2024.
  • HoyleCohen sold 56 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $6.64K.
  • Vanguard High Dividend Yield ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #244 holding.
  • HoyleCohen first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 15 quarters since.
  • HoyleCohen's Vanguard High Dividend Yield ETF position peaked at $315K in Q4 2022.
  • 1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.