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

Keating 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 		$2.22M Buy
18,388
+1,025
+6% +$117K 1.34% 11
2023
Q4 		$1.94M Buy
+17,363
New +$1.82M 1.34% 10

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Keating Wealth Management's VYM Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.9% in Q1 2024, buying an estimated $117K and bringing the position to 18,388 shares worth $2.22M. The position accounts for 1.34% of the portfolio, ranked #11.

Keating Wealth Management first reported a position in VYM in Q4 2023 and has held it in 2 quarters since. 1,606 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • Keating Wealth Management held 18,388 shares of Vanguard High Dividend Yield ETF worth $2.22M as of Q1 2024.
  • Keating Wealth Management bought 1,025 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $117K.
  • Vanguard High Dividend Yield ETF made up 1.34% of Keating Wealth Management's portfolio in Q1 2024, its #11 holding.
  • Keating Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.