M&R Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

M&R Capital 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	$3.21K	Hold	25	–	–	﹤0.01%	486
2024 Q2	$2.96K	Hold	25	–	–	﹤0.01%	475
2024 Q1	$3.02K	Hold	25	–	–	﹤0.01%	476
2023 Q4	$2.79K	Hold	25	–	–	﹤0.01%	529
2023 Q3	$2.58K	Hold	25	–	–	﹤0.01%	514
2023 Q2	$2.65K	Hold	25	–	–	﹤0.01%	516
2023 Q1	$2.64K	Hold	25	–	–	﹤0.01%	499
2022 Q4	$2.71K	Buy	+25	New	+$2.66K	﹤0.01%	458

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $171B AUM 24.68% 1-Year Est. Return

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

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

M&R Capital Management's VYM Position: Q3 2024 in Review

M&R Capital Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2024 at 25 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

M&R Capital Management first reported a position in VYM in Q4 2022 and has held it in 8 quarters since. 1,655 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

M&R Capital Management held 25 shares of Vanguard High Dividend Yield ETF worth $3.21K as of Q3 2024.
M&R Capital Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2024.
Vanguard High Dividend Yield ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #486 holding.
M&R Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 8 quarters since.
1,655 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.