Oliver Lagore Vanvalin Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q3	–	Sell	-25	Closed	-$2.96K	–	772
2024 Q2	$2.96K	Buy	+25	New	+$2.96K	﹤0.01%	557
2023 Q3	–	Sell	-127	Closed	-$13.5K	–	898
2023 Q2	$13.5K	Sell	127 -368	-74%	-$38.6K	﹤0.01%	419
2023 Q1	$52.3K	Sell	495 -83,515	-99%	-$8.98M	0.02%	191
2022 Q4	$9.09M	Buy	84,010 +6,893	+9%	+$733K	5.13%	5
2022 Q3	$7.32M	Sell	77,117 -162	-0.2%	-$16.8K	4.72%	4
2022 Q2	$7.86M	Buy	77,279 +77,225	+143,009%	+$8.37M	4.58%	5
2022 Q1	$6K	Buy	+54	New	+$6.02K	﹤0.01%	400

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VYM Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2024, closing a stake of 25 shares — an estimated $2.96K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VYM in Q1 2022 and held it in 7 quarters. The position peaked at $9.09M in Q4 2022. 1,652 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 25 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $2.96K.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 7 quarters.
Oliver Lagore Vanvalin Investment Group's Vanguard High Dividend Yield ETF position peaked at $9.09M in Q4 2022.
1,652 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.