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RKL Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RKL Wealth Management’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
Q2 		– Sell
-1,711
Closed -$207K – 159
2024
Q1 		$207K Sell
1,711
-1,333
-44% -$153K 0.02% 154
2023
Q4 		$340K Buy
+3,044
New +$320K 0.04% 114
2022
Q4 		– Sell
-2,214
Closed -$210K – 135
2022
Q3 		$210K Buy
2,214
+17
+0.8% +$1.77K 0.03% 126
2022
Q2 		$223K Buy
+2,197
New +$238K 0.03% 128

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RKL Wealth Management's VYM Position: Q2 2024 in Review

RKL Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 1,711 shares — an estimated $207K sold.

RKL Wealth Management first reported a position in VYM in Q2 2022 and held it in 4 quarters. The position peaked at $340K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • RKL Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • RKL Wealth Management sold 1,711 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $207K.
  • RKL Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 4 quarters.
  • RKL Wealth Management's Vanguard High Dividend Yield ETF position peaked at $340K in Q4 2023.
  • 1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on RKL Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.