MPM
VYM icon

MBB Public Markets’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MBB Public Markets’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 		– Sell
-4,000
Closed -$474K – 709
2024
Q2 		$474K Hold
4,000
– – 0.01% 656
2024
Q1 		$484K Sell
4,000
-13,834
-78% -$1.59M 0.03% 151
2023
Q4 		$1.99M Hold
17,834
– – 0.12% 61
2023
Q3 		$1.84M Hold
17,834
– – 0.11% 80
2023
Q2 		$1.89M Buy
17,834
+11,834
+197% +$1.24M 0.1% 77
2023
Q1 		$633K Sell
6,000
-15,483
-72% -$1.67M 0.04% 81
2022
Q4 		$2.32M Buy
21,483
+145
+0.7% +$15.4K 0.06% 56
2022
Q3 		$2.02M Hold
21,338
– – 0.05% 55
2022
Q2 		$2.17M Buy
21,338
+13,689
+179% +$1.48M 0.05% 50
2022
Q1 		$859K Sell
7,649
-13,688
-64% -$1.53M 0.02% 64
2021
Q4 		$2.39M Buy
+21,337
New +$2.32M 0.05% 57

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return