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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laidlaw Wealth Management's VYM Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 6,146 shares — an estimated $635K sold.

Laidlaw Wealth Management first reported a position in VYM in Q4 2020 and held it in 9 quarters. The position peaked at $3.7M in Q2 2023. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Laidlaw Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 6,146 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $635K.
Laidlaw Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 9 quarters.
Laidlaw Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.7M in Q2 2023.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.