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Lawrence B. Cohen’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lawrence B. Cohen’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
Q3 		– Sell
-3,060
Closed -$311K – 68
2022
Q2 		$311K Buy
+3,060
New +$332K 0.22% 52

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lawrence B. Cohen's VYM Position: Q3 2022 in Review

Lawrence B. Cohen sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 3,060 shares — an estimated $311K sold.

Lawrence B. Cohen first reported a position in VYM in Q2 2022 and held it in 1 quarter. The position peaked at $311K in Q2 2022. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Lawrence B. Cohen reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Lawrence B. Cohen sold 3,060 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $311K.
  • Lawrence B. Cohen first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 1 quarter.
  • Lawrence B. Cohen's Vanguard High Dividend Yield ETF position peaked at $311K in Q2 2022.
  • 1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Lawrence B. Cohen's 13F filing for Q3 2022, filed 10 Nov 2022.