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Lloyd Park’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lloyd Park’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 		$1.16M Buy
12,246
+5,008
+69% +$521K 1.43% 25
2022
Q2 		$736K Buy
7,238
+1,008
+16% +$109K 0.77% 33
2022
Q1 		$699K Hold
6,230
– – 0.77% 37
2021
Q4 		$698K Buy
+6,230
New +$678K 0.39% 58

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lloyd Park's VYM Position: Q3 2022 in Review

Lloyd Park increased its Vanguard High Dividend Yield ETF (VYM) stake by 69% in Q3 2022, buying an estimated $521K and bringing the position to 12,246 shares worth $1.16M. The position accounts for 1.43% of the portfolio, ranked #25.

Lloyd Park first reported a position in VYM in Q4 2021 and has held it in 4 quarters since. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Lloyd Park held 12,246 shares of Vanguard High Dividend Yield ETF worth $1.16M as of Q3 2022.
  • Lloyd Park bought 5,008 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $521K.
  • Vanguard High Dividend Yield ETF made up 1.43% of Lloyd Park's portfolio in Q3 2022, its #25 holding.
  • Lloyd Park first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.