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R.H. Bluestein & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

R.H. Bluestein & Co’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
2022
Q3 		$568K Hold
5,986
– – 0.04% 134
2022
Q2 		$609K Hold
5,986
– – 0.04% 145
2022
Q1 		$672K Buy
+5,986
New +$668K 0.03% 151

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

R.H. Bluestein & Co's VYM Position: Q3 2022 in Review

R.H. Bluestein & Co held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2022 at 5,986 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #134.

R.H. Bluestein & Co first reported a position in VYM in Q1 2022 and has held it in 3 quarters since. The position peaked at $672K in Q1 2022. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • R.H. Bluestein & Co held 5,986 shares of Vanguard High Dividend Yield ETF worth $568K as of Q3 2022.
  • R.H. Bluestein & Co left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2022.
  • Vanguard High Dividend Yield ETF made up 0.04% of R.H. Bluestein & Co's portfolio in Q3 2022, its #134 holding.
  • R.H. Bluestein & Co first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 3 quarters since.
  • R.H. Bluestein & Co's Vanguard High Dividend Yield ETF position peaked at $672K in Q1 2022.
  • 1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.