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

Titus 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
2022 Q2	$676K	Sell	6,645 -108	-2%	-$11.7K	0.34%	53
2022 Q1	$758K	Buy	6,753 +4,406	+188%	+$491K	0.34%	50
2021 Q4	$263K	Sell	2,347 -50	-2%	-$5.44K	0.12%	128
2021 Q3	$247K	Buy	2,397 +3	+0.1%	+$317	0.13%	131
2021 Q2	$251K	Buy	2,394 +39	+2%	+$4.09K	0.14%	129
2021 Q1	$238K	Buy	+2,355	New	+$227K	0.14%	128
2020 Q1	–	Sell	-3,473	Closed	-$325K	–	118
2019 Q4	$325K	Buy	3,473 +1	+0%	+$91	0.33%	70
2019 Q3	$308K	Sell	3,472 -148	-4%	-$13K	0.28%	71
2019 Q2	$316K	Buy	3,620 +1	+0%	+$86	0.31%	60
2019 Q1	$310	Buy	+3,619	New	+$302K	0.27%	71

Other funds holding VYM

SLI

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Titus Wealth Management's VYM Position: Q2 2022 in Review

Titus Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2022, selling an estimated $11.7K and leaving 6,645 shares worth $676K. The position accounts for 0.34% of the portfolio, ranked #53.

Titus Wealth Management first reported a position in VYM in Q1 2019 and has held it in 10 quarters since. The position peaked at $758K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Titus Wealth Management held 6,645 shares of Vanguard High Dividend Yield ETF worth $676K as of Q2 2022.
Titus Wealth Management sold 108 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $11.7K.
Vanguard High Dividend Yield ETF made up 0.34% of Titus Wealth Management's portfolio in Q2 2022, its #53 holding.
Titus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 10 quarters since.
Titus Wealth Management's Vanguard High Dividend Yield ETF position peaked at $758K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.