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Leo Brokerage’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leo Brokerage’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
Q2 		$690K Sell
6,509
-36
-0.6% -$3.78K 0.08% 152
2023
Q1 		$691K Buy
+6,545
New +$704K 0.1% 147
2020
Q4 		– Sell
-10,937
Closed -$862K – 186
2020
Q3 		$862K Buy
+10,937
New +$896K 0.36% 48

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Leo Brokerage's VYM Position: Q2 2023 in Review

Leo Brokerage reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.55% in Q2 2023, selling an estimated $3.78K and leaving 6,509 shares worth $690K. The position accounts for 0.08% of the portfolio, ranked #152.

Leo Brokerage first reported a position in VYM in Q3 2020 and has held it in 3 quarters since. The position peaked at $862K in Q3 2020. 1,455 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Leo Brokerage held 6,509 shares of Vanguard High Dividend Yield ETF worth $690K as of Q2 2023.
  • Leo Brokerage sold 36 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $3.78K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Leo Brokerage's portfolio in Q2 2023, its #152 holding.
  • Leo Brokerage first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 3 quarters since.
  • Leo Brokerage's Vanguard High Dividend Yield ETF position peaked at $862K in Q3 2020.
  • 1,455 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.