MW
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Milestone Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Milestone 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
2022
Q3 		$44K Hold
463
– – 0.05% 118
2022
Q2 		$47K Hold
463
– – 0.05% 114
2022
Q1 		$52K Hold
463
– – 0.04% 133
2021
Q4 		$52K Buy
+463
New +$50.4K 0.04% 133

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Milestone Wealth's VYM Position: Q3 2022 in Review

Milestone Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2022 at 463 shares worth $44K. The position accounts for 0.05% of the portfolio, ranked #118.

Milestone Wealth first reported a position in VYM in Q4 2021 and has held it in 4 quarters since. The position peaked at $52K in Q1 2022. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Milestone Wealth held 463 shares of Vanguard High Dividend Yield ETF worth $44K as of Q3 2022.
  • Milestone Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2022.
  • Vanguard High Dividend Yield ETF made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #118 holding.
  • Milestone Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard High Dividend Yield ETF position peaked at $52K in Q1 2022.
  • 1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.