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

Sugarloaf 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
Q4 		$237K Buy
1,860
+151
+9% +$19.7K 0.04% 146
2024
Q3 		$219K Sell
1,709
-42
-2% -$5.18K 0.04% 155
2024
Q2 		$208K Buy
1,751
+35
+2% +$4.15K 0.04% 140
2024
Q1 		$208K Buy
1,716
+117
+7% +$13.4K 0.04% 143
2023
Q4 		$178K Buy
1,599
+2
+0.1% +$210 0.04% 152
2023
Q3 		$165K Buy
1,597
+53
+3% +$5.69K 0.04% 152
2023
Q2 		$164K Buy
1,544
+81
+6% +$8.5K 0.04% 161
2023
Q1 		$154K Buy
1,463
+39
+3% +$4.2K 0.04% 154
2022
Q4 		$154K Buy
1,424
+496
+53% +$52.8K 0.04% 151
2022
Q3 		$89K Buy
928
+42
+5% +$4.37K 0.02% 208
2022
Q2 		$90K Buy
886
+76
+9% +$8.24K 0.02% 204
2022
Q1 		$99K Hold
810
– – 0.02% 190
2021
Q4 		$91K Sell
810
-127
-14% -$13.8K 0.02% 213
2021
Q3 		$97K Sell
937
-20
-2% -$2.11K 0.03% 197
2021
Q2 		$100K Hold
957
– – 0.03% 189
2021
Q1 		$97 Sell
957
-200
-17% -$19.3K 0.03% 187
2020
Q4 		$106K Hold
1,157
– – 0.04% 170
2020
Q3 		$94K Hold
1,157
– – 0.03% 167
2020
Q2 		$91K Hold
1,157
– – 0.03% 171
2020
Q1 		$82K Hold
1,157
– – 0.04% 165
2019
Q4 		$108K Buy
+1,157
New +$105K 0.05% 174

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sugarloaf Wealth Management's VYM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.8% in Q4 2024, buying an estimated $19.7K and bringing the position to 1,860 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #146.

Sugarloaf Wealth Management first reported a position in VYM in Q4 2019 and has held it in 21 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Sugarloaf Wealth Management held 1,860 shares of Vanguard High Dividend Yield ETF worth $237K as of Q4 2024.
  • Sugarloaf Wealth Management bought 151 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $19.7K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #146 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 21 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.