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Secure Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Secure Asset 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
-3,024
Closed -$366K – 309
2024
Q1 		$366K Sell
3,024
-4,710
-61% -$540K 0.09% 156
2023
Q4 		$863K Sell
7,734
-768
-9% -$80.7K 0.23% 104
2023
Q3 		$878K Buy
8,502
+897
+12% +$96.2K 0.26% 99
2023
Q2 		$807K Sell
7,605
-29,509
-80% -$3.1M 0.25% 95
2023
Q1 		$3.92M Sell
37,114
-39
-0.1% -$4.2K 1.31% 10
2022
Q4 		$4.02M Sell
37,153
-335
-0.9% -$35.6K 1.44% 10
2022
Q3 		$3.56M Buy
37,488
+2,575
+7% +$268K 1.99% 7
2022
Q2 		$3.55M Buy
34,913
+27,554
+374% +$2.99M 1.97% 9
2022
Q1 		$826K Sell
7,359
-268
-4% -$29.9K 0.37% 49
2021
Q4 		$855K Buy
7,627
+109
+1% +$11.9K 0.35% 50
2021
Q3 		$777K Sell
7,518
-194
-3% -$20.5K 0.38% 44
2021
Q2 		$808K Buy
7,712
+448
+6% +$47K 0.41% 40
2021
Q1 		$734K Sell
7,264
-238
-3% -$23K 0.41% 46
2020
Q4 		$686K Buy
7,502
+53
+0.7% +$4.6K 0.4% 54
2020
Q3 		$603K Sell
7,449
-772
-9% -$63.2K 0.41% 54
2020
Q2 		$648K Buy
8,221
+6
+0.1% +$466 0.46% 59
2020
Q1 		$581K Sell
8,215
-1,341
-14% -$115K 0.63% 40
2019
Q4 		$896K Buy
+9,556
New +$866K 0.63% 41

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 22.96% 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

Secure Asset Management's VYM Position: Q2 2024 in Review

Secure Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 3,024 shares — an estimated $366K sold.

Secure Asset Management first reported a position in VYM in Q4 2019 and held it in 18 quarters. The position peaked at $4.02M in Q4 2022. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Secure Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 3,024 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $366K.
  • Secure Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 18 quarters.
  • Secure Asset Management's Vanguard High Dividend Yield ETF position peaked at $4.02M in Q4 2022.
  • 1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.