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

Soundmark 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
-13,299
Closed -$1.61M – 67
2024
Q1 		$1.61M Sell
13,299
-470
-3% -$53.8K 0.71% 32
2023
Q4 		$1.54M Buy
13,769
+968
+8% +$102K 0.76% 30
2023
Q3 		$1.32M Buy
12,801
+10
+0.1% +$1.07K 0.73% 31
2023
Q2 		$1.36M Buy
12,791
+210
+2% +$22K 0.76% 31
2023
Q1 		$1.33M Buy
12,581
+9
+0.1% +$968 0.79% 30
2022
Q4 		$1.36M Buy
12,572
+11
+0.1% +$1.17K 0.88% 30
2022
Q3 		$1.19M Buy
12,561
+10
+0.1% +$1.04K 0.84% 29
2022
Q2 		$1.28M Sell
12,551
-4,547
-27% -$493K 0.91% 27
2022
Q1 		$1.92M Buy
17,098
+95
+0.6% +$10.6K 1.35% 22
2021
Q4 		$1.91M Buy
17,003
+10
+0.1% +$1.09K 1.3% 21
2021
Q3 		$1.76M Buy
16,993
+3,261
+24% +$345K 0.63% 27
2021
Q2 		$1.43M Buy
13,732
+602
+5% +$63.2K 0.59% 23
2021
Q1 		$1.33M Buy
13,130
+382
+3% +$36.8K 0.73% 22
2020
Q4 		$1.17M Buy
+12,748
New +$1.11M 0.74% 24

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

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

Soundmark Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 13,299 shares — an estimated $1.61M sold.

Soundmark Wealth Management first reported a position in VYM in Q4 2020 and held it in 14 quarters. The position peaked at $1.92M in Q1 2022. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 13,299 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $1.61M.
  • Soundmark Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.92M in Q1 2022.
  • 1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.