Safeguard Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Safeguard Financial’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
2025 Q1	$212K	Sell	1,646 -111	-6%	-$14.5K	0.05%	101
2024 Q4	$224K	Sell	1,757 -1,049	-37%	-$137K	0.05%	107
2024 Q3	$360K	Buy	+2,806	New	+$346K	0.08%	85
2024 Q1	–	Sell	-1,809	Closed	-$202K	–	85
2023 Q4	$202K	Sell	1,809 -635	-26%	-$66.7K	0.08%	77
2023 Q3	$253K	Sell	2,444 -83	-3%	-$8.91K	0.12%	58
2023 Q2	$268K	Sell	2,527 -538	-18%	-$56.4K	0.13%	57
2023 Q1	$323K	Buy	3,065 +988	+48%	+$106K	0.2%	49
2022 Q4	$225K	Buy	+2,077	New	+$221K	0.16%	59
2022 Q2	–	Sell	-1,982	Closed	-$222K	–	52
2022 Q1	$222K	Buy	+1,982	New	+$221K	0.33%	45

Other funds holding VYM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Safeguard Financial's VYM Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.3% in Q1 2025, selling an estimated $14.5K and leaving 1,646 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #101.

Safeguard Financial first reported a position in VYM in Q1 2022 and has held it in 9 quarters since. The position peaked at $360K in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Safeguard Financial held 1,646 shares of Vanguard High Dividend Yield ETF worth $212K as of Q1 2025.
Safeguard Financial sold 111 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $14.5K.
Vanguard High Dividend Yield ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #101 holding.
Safeguard Financial first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 9 quarters since.
Safeguard Financial's Vanguard High Dividend Yield ETF position peaked at $360K in Q3 2024.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.