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

Towerpoint Wealth’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 		– Sell
-5,627
Closed -$721K – 91
2024
Q3 		$721K Buy
+5,627
New +$695K 0.34% 43
2019
Q4 		– Sell
-210
Closed -$19K – 87
2019
Q3 		$19K Buy
+210
New +$18.4K 0.01% 76

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

Towerpoint Wealth's VYM Position: Q4 2024 in Review

Towerpoint Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 5,627 shares — an estimated $721K sold.

Towerpoint Wealth first reported a position in VYM in Q3 2019 and held it in 2 quarters. The position peaked at $721K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Towerpoint Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Towerpoint Wealth sold 5,627 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $721K.
  • Towerpoint Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 2 quarters.
  • Towerpoint Wealth's Vanguard High Dividend Yield ETF position peaked at $721K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Towerpoint Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.