NWWA
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New Wave Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-1
Closed -$141 – 668
2024
Q4 		$141 Buy
+1
New +$130 ﹤0.01% 697

Other funds holding VYM

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

New Wave Wealth Advisors's VYM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 1 share — an estimated $141 sold.

New Wave Wealth Advisors first reported a position in VYM in Q4 2024 and held it in 1 quarter. The position peaked at $141 in Q4 2024. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1 Vanguard High Dividend Yield ETF share in Q1 2025, an estimated $141.
  • New Wave Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $141 in Q4 2024.
  • 1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.