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Macroview Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Macroview Investment 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
Q4 		– Sell
-200
Closed -$25.6K – 545
2024
Q3 		$25.6K Sell
200
-600
-75% -$74.1K 0.03% 162
2024
Q2 		$94.9K Sell
800
-1,011
-56% -$120K 0.1% 103
2024
Q1 		$219K Hold
1,811
– – 0.24% 68
2023
Q4 		$202K Buy
1,811
+1,800
+16,364% +$189K 0.24% 71
2023
Q3 		$1.14K Buy
+11
New +$1.18K ﹤0.01% 646
2023
Q1 		– Sell
-13,313
Closed -$1.44M – 514
2022
Q4 		$1.44M Buy
13,313
+65
+0.5% +$6.92K 2.47% 15
2022
Q3 		$1.26M Buy
13,248
+844
+7% +$87.8K 2.3% 16
2022
Q2 		$1.26M Buy
12,404
+461
+4% +$50K 2.06% 16
2022
Q1 		$1.34M Sell
11,943
-333
-3% -$37.1K 1.92% 17
2021
Q4 		$1.38M Buy
12,276
+12,233
+28,449% +$1.33M 1.76% 22
2021
Q3 		$4K Hold
43
– – 0.01% 295
2021
Q2 		$5K Hold
43
– – 0.01% 248
2021
Q1 		$4K Buy
43
+1
+2% +$96 0.01% 282
2020
Q4 		$4K Hold
42
– – 0.01% 255
2020
Q3 		$3K Hold
42
– – 0.01% 252
2020
Q2 		$3K Buy
42
+1
+2% +$78 0.01% 234
2020
Q1 		$3K Hold
41
– – 0.01% 197
2019
Q4 		$4K Hold
41
– – 0.01% 215
2019
Q3 		$4K Buy
41
+1
+3% +$88 0.01% 214
2019
Q2 		$4K Sell
40
-187
-82% -$16.2K 0.01% 216
2019
Q1 		$19K Hold
227
– – 0.05% 125
2018
Q4 		$18K Sell
227
-863
-79% -$72K 0.06% 114
2018
Q3 		$95K Buy
1,090
+39
+4% +$3.38K 0.3% 46
2018
Q2 		$87K Sell
1,051
-236
-18% -$19.8K 0.3% 40
2018
Q1 		$106K Buy
+1,287
New +$111K 0.38% 33

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Macroview Investment Management's VYM Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 200 shares — an estimated $25.6K sold.

Macroview Investment Management first reported a position in VYM in Q1 2018 and held it in 25 quarters. The position peaked at $1.44M in Q4 2022. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Macroview Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 200 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $25.6K.
  • Macroview Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 25 quarters.
  • Macroview Investment Management's Vanguard High Dividend Yield ETF position peaked at $1.44M in Q4 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.