Kades & Cheifetz’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kades & Cheifetz’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	$3.26M	Buy	25,567 +16,680	+188%	+$2.17M	1.67%	18
2024 Q3	$1.14M	Buy	8,887 +91	+1%	+$11.2K	0.65%	35
2024 Q2	$1.04M	Buy	8,796 +53	+0.6%	+$6.29K	0.66%	37
2024 Q1	$1.06M	Buy	8,743 +44	+0.5%	+$5.04K	0.68%	35
2023 Q4	$971K	Sell	8,699 -625	-7%	-$65.7K	0.69%	33
2023 Q3	$963K	Sell	9,324 -1,621	-15%	-$174K	0.76%	31
2023 Q2	$1.16M	Buy	10,945 +133	+1%	+$13.9K	0.89%	30
2023 Q1	$1.14M	Buy	10,812 +15	+0.1%	+$1.61K	0.9%	30
2022 Q4	$1.17M	Buy	+10,797	New	+$1.15M	0.98%	26

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

Kades & Cheifetz's VYM Position: Q4 2024 in Review

Kades & Cheifetz increased its Vanguard High Dividend Yield ETF (VYM) stake by 188% in Q4 2024, buying an estimated $2.17M and bringing the position to 25,567 shares worth $3.26M. The position accounts for 1.67% of the portfolio, ranked #18.

Kades & Cheifetz first reported a position in VYM in Q4 2022 and has held it in 9 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Kades & Cheifetz held 25,567 shares of Vanguard High Dividend Yield ETF worth $3.26M as of Q4 2024.
Kades & Cheifetz bought 16,680 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $2.17M.
Vanguard High Dividend Yield ETF made up 1.67% of Kades & Cheifetz's portfolio in Q4 2024, its #18 holding.
Kades & Cheifetz first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 9 quarters since.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.