LPWM
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Lake Point Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lake Point 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
2022
Q1 		– Sell
-46
Closed -$5K – 491
2021
Q4 		$5K Buy
+46
New +$5K ﹤0.01% 264

Other funds holding VYM

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lake Point Wealth Management's VYM Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 46 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in VYM in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 46 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard High Dividend Yield ETF position peaked at $5K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.