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

SignalPoint 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
Q4 		$683K Sell
5,355
-22
-0.4% -$2.87K 0.17% 110
2024
Q3 		$687K Hold
5,377
– – 0.16% 120
2024
Q2 		$638K Buy
5,377
+51
+1% +$6.05K 0.17% 123
2024
Q1 		$644K Sell
5,326
-635
-11% -$72.8K 0.18% 122
2023
Q4 		$665K Buy
5,961
+101
+2% +$10.6K 0.2% 106
2023
Q3 		$605K Sell
5,860
-17
-0.3% -$1.82K 0.19% 105
2023
Q2 		$623K Buy
5,877
+10
+0.2% +$1.05K 0.19% 109
2023
Q1 		$619K Sell
5,867
-472
-7% -$50.8K 0.2% 99
2022
Q4 		$686K Sell
6,339
-85
-1% -$9.04K 0.24% 89
2022
Q3 		$609K Buy
6,424
+33
+0.5% +$3.43K 0.23% 91
2022
Q2 		$649K Buy
6,391
+15
+0.2% +$1.63K 0.24% 90
2022
Q1 		$716K Buy
6,376
+45
+0.7% +$5.02K 0.23% 98
2021
Q4 		$709K Buy
6,331
+1
+0% +$109 0.22% 101
2021
Q3 		$654K Buy
6,330
+329
+5% +$34.8K 0.21% 104
2021
Q2 		$629K Hold
6,001
– – 0.21% 106
2021
Q1 		$607K Sell
6,001
-107
-2% -$10.3K 0.21% 104
2020
Q4 		$559K Sell
6,108
-440
-7% -$38.2K 0.21% 103
2020
Q3 		$530K Hold
6,548
– – 0.22% 99
2020
Q2 		$516K Buy
6,548
+13
+0.2% +$1.01K 0.23% 85
2020
Q1 		$462K Buy
6,535
+2,978
+84% +$256K 0.24% 83
2019
Q4 		$333K Hold
3,557
– – 0.14% 140
2019
Q3 		$316K Buy
3,557
+1
+0% +$88 0.14% 161
2019
Q2 		$311K Buy
3,556
+140
+4% +$12.1K 0.15% 166
2019
Q1 		$293K Buy
3,416
+181
+6% +$15.1K 0.13% 175
2018
Q4 		$252K Buy
3,235
+221
+7% +$18.4K 0.12% 176
2018
Q3 		$263K Hold
3,014
– – 0.12% 178
2018
Q2 		$250K Buy
3,014
+11
+0.4% +$921 0.12% 180
2018
Q1 		$248K Buy
3,003
+214
+8% +$18.4K 0.12% 177
2017
Q4 		$239K Buy
2,789
+21
+0.8% +$1.76K 0.12% 181
2017
Q3 		$224K Buy
+2,768
New +$220K 0.11% 185

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SignalPoint Asset Management's VYM Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.41% in Q4 2024, selling an estimated $2.87K and leaving 5,355 shares worth $683K. The position accounts for 0.17% of the portfolio, ranked #110.

SignalPoint Asset Management first reported a position in VYM in Q3 2017 and has held it in 30 quarters since. The position peaked at $716K in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • SignalPoint Asset Management held 5,355 shares of Vanguard High Dividend Yield ETF worth $683K as of Q4 2024.
  • SignalPoint Asset Management sold 22 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $2.87K.
  • Vanguard High Dividend Yield ETF made up 0.17% of SignalPoint Asset Management's portfolio in Q4 2024, its #110 holding.
  • SignalPoint Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 30 quarters since.
  • SignalPoint Asset Management's Vanguard High Dividend Yield ETF position peaked at $716K in Q1 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.