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O'Dell Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

O'Dell Group’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
-2,024
Closed -$258K – 104
2024
Q4 		$258K Buy
+2,024
New +$264K 0.06% 83
2022
Q3 		– Sell
-63
Closed -$6K – 501
2022
Q2 		$6K Buy
+63
New +$6.83K ﹤0.01% 330

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

O'Dell Group's VYM Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 2,024 shares — an estimated $258K sold.

O'Dell Group first reported a position in VYM in Q2 2022 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • O'Dell Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 2,024 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $258K.
  • O'Dell Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 2 quarters.
  • O'Dell Group's Vanguard High Dividend Yield ETF position peaked at $258K in Q4 2024.
  • 1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.