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Kraft Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kraft Asset 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 		– Sell
-2,338
Closed -$261K – 44
2023
Q4 		$261K Buy
+2,338
New +$246K 0.22% 33

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

Kraft Asset Management's VYM Position: Q1 2024 in Review

Kraft Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 2,338 shares — an estimated $261K sold.

Kraft Asset Management first reported a position in VYM in Q4 2023 and held it in 1 quarter. The position peaked at $261K in Q4 2023. 1,606 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • Kraft Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Kraft Asset Management sold 2,338 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $261K.
  • Kraft Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 1 quarter.
  • Kraft Asset Management's Vanguard High Dividend Yield ETF position peaked at $261K in Q4 2023.
  • 1,606 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Kraft Asset Management's 13F filing for Q1 2024, filed 14 May 2024.