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

Kolinsky 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 Q4	$210K	Buy	+1,642	New	+$214K	0.13%	164

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Kolinsky Wealth Management's VYM Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2024: 1,642 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #164 among its holdings.

1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Kolinsky Wealth Management held 1,642 shares of Vanguard High Dividend Yield ETF worth $210K as of Q4 2024.
Vanguard High Dividend Yield ETF was a new Kolinsky Wealth Management position in Q4 2024.
Vanguard High Dividend Yield ETF made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #164 holding.
1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.