M. Kulyk & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

M. Kulyk & Associates’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 Q4	–	Sell	-3,072	Closed	-$394K	–	118
2024 Q3	$394K	Hold	3,072	–	–	0.08%	77
2024 Q2	$364K	Sell	3,072 -301	-9%	-$35.7K	0.08%	77
2024 Q1	$408K	Buy	3,373 +300	+10%	+$34.4K	0.09%	74
2023 Q4	$343K	Hold	3,073	–	–	0.08%	81
2023 Q3	$318K	Sell	3,073 -101	-3%	-$10.8K	0.09%	79
2023 Q2	$337K	Hold	3,174	–	–	0.09%	83
2023 Q1	$335K	Sell	3,174 -20	-0.6%	-$2.15K	0.1%	81
2022 Q4	$346K	Sell	3,194 -750	-19%	-$79.8K	0.12%	75
2022 Q3	$374K	Sell	3,944 -1,289	-25%	-$134K	0.13%	76
2022 Q2	$532K	Buy	5,233 +320	+7%	+$34.7K	0.17%	63
2022 Q1	$551K	Buy	4,913 +1	+0%	+$112	0.15%	63
2021 Q4	$551K	Buy	4,912 +750	+18%	+$81.6K	0.14%	60
2021 Q3	$430K	Hold	4,162	–	–	0.14%	55
2021 Q2	$436K	Hold	4,162	–	–	0.16%	52
2021 Q1	$421K	Buy	+4,162	New	+$401K	0.16%	57

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M. Kulyk & Associates's VYM Position: Q4 2024 in Review

M. Kulyk & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 3,072 shares — an estimated $394K sold.

M. Kulyk & Associates first reported a position in VYM in Q1 2021 and held it in 15 quarters. The position peaked at $551K in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

M. Kulyk & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
M. Kulyk & Associates sold 3,072 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $394K.
M. Kulyk & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 15 quarters.
M. Kulyk & Associates's Vanguard High Dividend Yield ETF position peaked at $551K in Q1 2022.
1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on M. Kulyk & Associates's 13F filing for Q4 2024, filed 7 Feb 2025.