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Kiely Wealth Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kiely Wealth Advisory Group’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 		$433K Buy
3,254
+1,004
+45% +$131K 0.28% 31
2024
Q3 		$297K Buy
2,250
+1,667
+286% +$206K 0.19% 44
2024
Q2 		$70K Buy
583
+569
+4,064% +$67.5K 0.04% 91
2024
Q1 		$1.65K Hold
14
– – ﹤0.01% 257
2023
Q4 		$1.58K Buy
+14
New +$1.47K ﹤0.01% 250

Other funds holding VYM

Koshinski Asset Management
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kiely Wealth Advisory Group's VYM Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 45% in Q4 2024, buying an estimated $131K and bringing the position to 3,254 shares worth $433K. The position accounts for 0.28% of the portfolio, ranked #31.

Kiely Wealth Advisory Group first reported a position in VYM in Q4 2023 and has held it in 5 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,254 shares of Vanguard High Dividend Yield ETF worth $433K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 1,004 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $131K.
  • Vanguard High Dividend Yield ETF made up 0.28% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #31 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.