LWM
VYM icon

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

Laidlaw 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
2023
Q4 		– Sell
-6,146
Closed -$635K – 277
2023
Q3 		$635K Sell
6,146
-28,782
-82% -$3.09M 0.21% 118
2023
Q2 		$3.7M Buy
34,928
+4,409
+14% +$462K 0.72% 31
2023
Q1 		$3.22M Sell
30,519
-571
-2% -$61.4K 0.66% 35
2022
Q4 		$3.36M Buy
31,090
+1,434
+5% +$153K 0.72% 32
2022
Q3 		$2.81M Buy
29,656
+1,981
+7% +$206K 0.66% 38
2022
Q2 		$2.81M Sell
27,675
-581
-2% -$63K 0.57% 43
2022
Q1 		$3.17M Sell
28,256
-3,162
-10% -$353K 0.53% 49
2021
Q4 		$3.52M Buy
+31,418
New +$3.42M 0.56% 44
2021
Q1 		– Sell
-7,367
Closed -$674K – 371
2020
Q4 		$674K Buy
+7,367
New +$640K 0.14% 159

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return