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Private Portfolio Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Portfolio Partners’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 		$2.65M Buy
20,790
+548
+3% +$71.5K 0.49% 40
2024
Q3 		$2.6M Buy
+20,242
New +$2.5M 0.49% 39
2024
Q2 		– Sell
-17,668
Closed -$2.14M – 273
2024
Q1 		$2.14M Buy
17,668
+767
+5% +$87.9K 0.45% 43
2023
Q4 		$1.89M Sell
16,901
-596
-3% -$62.6K 0.43% 45
2023
Q3 		$1.81M Buy
17,497
+136
+0.8% +$14.6K 0.47% 44
2023
Q2 		$1.84M Sell
17,361
-10
-0.1% -$1.05K 0.47% 43
2023
Q1 		$1.83M Sell
17,371
-547
-3% -$58.8K 0.5% 40
2022
Q4 		$1.94M Buy
17,918
+456
+3% +$48.5K 0.51% 42
2022
Q3 		$1.66M Buy
17,462
+1,165
+7% +$121K 0.47% 46
2022
Q2 		$1.66M Buy
16,297
+914
+6% +$99K 0.46% 47
2022
Q1 		$1.73M Buy
15,383
+5,989
+64% +$668K 0.43% 52
2021
Q4 		$1.05M Buy
9,394
+1,514
+19% +$165K 0.27% 79
2021
Q3 		$814K Sell
7,880
-87
-1% -$9.2K 0.23% 94
2021
Q2 		$835K Sell
7,967
-256
-3% -$26.9K 0.24% 87
2021
Q1 		$831K Sell
8,223
-231
-3% -$22.3K 0.27% 81
2020
Q4 		$774K Sell
8,454
-200
-2% -$17.4K 0.27% 79
2020
Q3 		$700K Sell
8,654
-220
-2% -$18K 0.28% 83
2020
Q2 		$699K Sell
8,874
-1,077
-11% -$83.7K 0.32% 76
2020
Q1 		$704K Sell
9,951
-565
-5% -$48.5K 0.37% 73
2019
Q4 		$986K Buy
10,516
+947
+10% +$85.9K 0.43% 60
2019
Q3 		$849K Buy
9,569
+286
+3% +$25K 0.4% 69
2019
Q2 		$811K Sell
9,283
-52
-0.6% -$4.5K 0.35% 77
2019
Q1 		$800K Buy
9,335
+126
+1% +$10.5K 0.42% 63
2018
Q4 		$718K Buy
+9,209
New +$768K 0.44% 61

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Portfolio Partners's VYM Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q4 2024, buying an estimated $71.5K and bringing the position to 20,790 shares worth $2.65M. The position accounts for 0.49% of the portfolio, ranked #40.

Private Portfolio Partners first reported a position in VYM in Q4 2018 and has held it in 24 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Private Portfolio Partners held 20,790 shares of Vanguard High Dividend Yield ETF worth $2.65M as of Q4 2024.
  • Private Portfolio Partners bought 548 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $71.5K.
  • Vanguard High Dividend Yield ETF made up 0.49% of Private Portfolio Partners's portfolio in Q4 2024, its #40 holding.
  • Private Portfolio Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.