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MGO Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MGO Private Wealth’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
-3,995
Closed -$474K – 82
2024
Q2 		$474K Sell
3,995
-140
-3% -$16.6K 0.3% 48
2024
Q1 		$500K Sell
4,135
-191
-4% -$21.9K 0.31% 48
2023
Q4 		$483K Buy
4,326
+287
+7% +$30.2K 0.33% 40
2023
Q3 		$417K Buy
4,039
+541
+15% +$58K 0.31% 45
2023
Q2 		$371K Buy
3,498
+565
+19% +$59.3K 0.28% 48
2023
Q1 		$309K Buy
+2,933
New +$315K 0.24% 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

MGO Private Wealth's VYM Position: Q3 2024 in Review

MGO Private Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2024, closing a stake of 3,995 shares — an estimated $474K sold.

MGO Private Wealth first reported a position in VYM in Q1 2023 and held it in 6 quarters. The position peaked at $500K in Q1 2024. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

  • MGO Private Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
  • MGO Private Wealth sold 3,995 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $474K.
  • MGO Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 6 quarters.
  • MGO Private Wealth's Vanguard High Dividend Yield ETF position peaked at $500K in Q1 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.