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

LifePro 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
2024 Q3	$735K	Buy	5,730 +145	+3%	+$17.9K	0.45%	64
2024 Q2	$662K	Buy	5,585 +727	+15%	+$86.2K	0.47%	53
2024 Q1	$588K	Sell	4,858 -964	-17%	-$110K	0.39%	62
2023 Q4	$650K	Sell	5,822 -599	-9%	-$62.9K	0.5%	50
2023 Q3	$663K	Sell	6,421 -659	-9%	-$70.7K	0.55%	47
2023 Q2	$751K	Sell	7,080 -1,668	-19%	-$175K	0.58%	44
2023 Q1	$947K	Hold	8,748	–	–	0.69%	33
2022 Q4	$947K	Sell	8,748 -813	-9%	-$86.5K	0.69%	33
2022 Q3	$907K	Buy	9,561 +394	+4%	+$41K	0.52%	20
2022 Q2	$932K	Buy	9,167 +435	+5%	+$47.1K	0.48%	41
2022 Q1	$980K	Buy	8,732 +2,678	+44%	+$299K	0.35%	41
2021 Q4	$679K	Buy	6,054 +294	+5%	+$32K	0.2%	51
2021 Q3	$595K	Buy	5,760 +2,173	+61%	+$230K	0.18%	49
2021 Q2	$376K	Buy	3,587 +1,480	+70%	+$155K	0.11%	60
2021 Q1	$213K	Buy	+2,107	New	+$203K	0.07%	81

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LifePro Asset Management's VYM Position: Q3 2024 in Review

LifePro Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q3 2024, buying an estimated $17.9K and bringing the position to 5,730 shares worth $735K. The position accounts for 0.45% of the portfolio, ranked #64.

LifePro Asset Management first reported a position in VYM in Q1 2021 and has held it in 15 quarters since. The position peaked at $980K in Q1 2022. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

LifePro Asset Management held 5,730 shares of Vanguard High Dividend Yield ETF worth $735K as of Q3 2024.
LifePro Asset Management bought 145 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $17.9K.
Vanguard High Dividend Yield ETF made up 0.45% of LifePro Asset Management's portfolio in Q3 2024, its #64 holding.
LifePro Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 15 quarters since.
LifePro Asset Management's Vanguard High Dividend Yield ETF position peaked at $980K in Q1 2022.
1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.