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

Janiczek 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 Q2	$15.5K	Hold	131	–	–	﹤0.01%	601
2024 Q1	$15.8K	Hold	131	–	–	﹤0.01%	607
2023 Q4	$14.6K	Hold	131	–	–	﹤0.01%	600
2023 Q3	$13.5K	Hold	131	–	–	﹤0.01%	578
2023 Q2	$13.9K	Hold	131	–	–	﹤0.01%	509
2023 Q1	$14K	Hold	131	–	–	﹤0.01%	512
2022 Q4	$14.5K	Hold	131	–	–	﹤0.01%	500
2022 Q3	$13K	Hold	131	–	–	﹤0.01%	515
2022 Q2	$14K	Hold	131	–	–	﹤0.01%	526
2022 Q1	$15K	Hold	131	–	–	﹤0.01%	510
2021 Q4	$15K	Buy	131 +1	+0.8%	+$109	﹤0.01%	533
2021 Q3	$13K	Buy	130 +20	+18%	+$2.11K	﹤0.01%	543
2021 Q2	$12K	Hold	110	–	–	﹤0.01%	533
2021 Q1	$11K	Hold	110	–	–	﹤0.01%	520
2020 Q4	$10K	Hold	110	–	–	﹤0.01%	483
2020 Q3	$9K	Hold	110	–	–	﹤0.01%	259
2020 Q2	$9K	Hold	110	–	–	0.01%	156
2020 Q1	$8K	Hold	110	–	–	﹤0.01%	110
2019 Q4	$10K	Sell	110 -85	-44%	-$7.71K	﹤0.01%	113
2019 Q3	$17K	Hold	195	–	–	0.01%	98
2019 Q2	$17K	Buy	+195	New	+$16.9K	0.01%	118

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

Janiczek Wealth Management's VYM Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2024 at 131 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Janiczek Wealth Management first reported a position in VYM in Q2 2019 and has held it in 21 quarters since. The position peaked at $17K in Q3 2019. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Janiczek Wealth Management held 131 shares of Vanguard High Dividend Yield ETF worth $15.5K as of Q2 2024.
Janiczek Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2024.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #601 holding.
Janiczek Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 21 quarters since.
Janiczek Wealth Management's Vanguard High Dividend Yield ETF position peaked at $17K in Q3 2019.
1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.