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Personal CFO Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-37,068
Closed -$4.75M – 619
2024
Q3 		$4.75M Buy
37,068
+56
+0.2% +$6.91K 0.66% 28
2024
Q2 		$4.39M Buy
37,012
+187
+0.5% +$22.2K 0.67% 29
2024
Q1 		$4.46M Sell
36,825
-239
-0.6% -$27.4K 0.7% 27
2023
Q4 		$4.14M Buy
37,064
+107
+0.3% +$11.2K 0.72% 28
2023
Q3 		$3.82M Buy
36,957
+92
+0.2% +$9.87K 0.75% 26
2023
Q2 		$3.91M Buy
36,865
+130
+0.4% +$13.6K 0.79% 25
2023
Q1 		$3.88M Buy
36,735
+872
+2% +$93.8K 0.8% 24
2022
Q4 		$3.88M Buy
35,863
+357
+1% +$38K 0.82% 26
2022
Q3 		$3.37M Buy
35,506
+3,125
+10% +$325K 0.85% 27
2022
Q2 		$3.29M Buy
32,381
+4,416
+16% +$479K 0.77% 30
2022
Q1 		$3.14M Buy
27,965
+3,560
+15% +$397K 0.62% 34
2021
Q4 		$2.74M Sell
24,405
-481
-2% -$52.3K 0.51% 36
2021
Q3 		$2.57M Buy
24,886
+315
+1% +$33.3K 0.53% 31
2021
Q2 		$2.57M Buy
24,571
+136
+0.6% +$14.3K 0.53% 32
2021
Q1 		$2.47M Sell
24,435
-39
-0.2% -$3.76K 0.53% 35
2020
Q4 		$2.24M Buy
24,474
+135
+0.6% +$11.7K 0.55% 38
2020
Q3 		$2M Buy
24,339
+2,534
+12% +$208K 0.67% 48
2020
Q2 		$1.72M Sell
21,805
-15,415
-41% -$1.2M 0.51% 45
2020
Q1 		$2.63M Buy
37,220
+1,813
+5% +$156K 0.95% 25
2019
Q4 		$3.34M Buy
35,407
+14,851
+72% +$1.35M 0.96% 19
2019
Q3 		$1.82M Buy
+20,556
New +$1.8M 0.73% 21

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal CFO Solutions's VYM Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 37,068 shares — an estimated $4.75M sold.

Personal CFO Solutions first reported a position in VYM in Q3 2019 and held it in 21 quarters. The position peaked at $4.75M in Q3 2024. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 37,068 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $4.75M.
  • Personal CFO Solutions first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Vanguard High Dividend Yield ETF position peaked at $4.75M in Q3 2024.
  • 1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.