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

Lakewood 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
2023
Q1 		– Sell
-1,150
Closed -$124K – 299
2022
Q4 		$124K Buy
+1,150
New +$122K 0.1% 131

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lakewood Asset Management's VYM Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 1,150 shares — an estimated $124K sold.

Lakewood Asset Management first reported a position in VYM in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,150 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $124K.
  • Lakewood Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard High Dividend Yield ETF position peaked at $124K in Q4 2022.
  • 1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.