Minot Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Minot Wealth 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
2022 Q2	$960K	Buy	9,437 +240	+3%	+$26K	0.25%	75
2022 Q1	$1.03M	Buy	9,197 +122	+1%	+$13.6K	0.22%	86
2021 Q4	$1.02M	Buy	9,075 +300	+3%	+$32.6K	0.2%	91
2021 Q3	$907K	Buy	8,775 +200	+2%	+$21.1K	0.2%	95
2021 Q2	$899K	Buy	8,575 +6,000	+233%	+$630K	0.2%	97
2021 Q1	$260K	Hold	2,575	–	–	0.07%	149
2020 Q4	$236K	Hold	2,575	–	–	0.07%	141
2020 Q3	$208K	Buy	+2,575	New	+$211K	0.08%	130
2020 Q1	–	Sell	-4,075	Closed	-$385K	–	135
2019 Q4	$385K	Buy	+4,075	New	+$369K	0.18%	96

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Minot Wealth Management's VYM Position: Q2 2022 in Review

Minot Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q2 2022, buying an estimated $26K and bringing the position to 9,437 shares worth $960K. The position accounts for 0.25% of the portfolio, ranked #75.

Minot Wealth Management first reported a position in VYM in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2022. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Minot Wealth Management held 9,437 shares of Vanguard High Dividend Yield ETF worth $960K as of Q2 2022.
Minot Wealth Management bought 240 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $26K.
Vanguard High Dividend Yield ETF made up 0.25% of Minot Wealth Management's portfolio in Q2 2022, its #75 holding.
Minot Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 9 quarters since.
Minot Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.03M in Q1 2022.
1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.