LBC
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Lowe Brockenbrough & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lowe Brockenbrough & Co’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
-1,964
Closed -$213K – 268
2022
Q4 		$213K Buy
+1,964
New +$209K 0.02% 256
2022
Q2 		– Sell
-1,838
Closed -$206K – 268
2022
Q1 		$206K Buy
+1,838
New +$205K 0.02% 263
2020
Q1 		– Sell
-2,800
Closed -$262K – 219
2019
Q4 		$262K Hold
2,800
– – 0.03% 196
2019
Q3 		$248K Hold
2,800
– – 0.03% 194
2019
Q2 		$245K Hold
2,800
– – 0.03% 197
2019
Q1 		$240K Hold
2,800
– – 0.03% 193
2018
Q4 		$218K Hold
2,800
– – 0.04% 184
2018
Q3 		$244K Hold
2,800
– – 0.03% 189
2018
Q2 		$233K Buy
+2,800
New +$234K 0.03% 190

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $75B AUM 31.89% 1-Year Est. Return