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

TrinityPoint 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	$203K	Buy	+1,591	New	+$207K	0.03%	321

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TrinityPoint Wealth's VYM Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2024: 1,591 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings.

1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

TrinityPoint Wealth held 1,591 shares of Vanguard High Dividend Yield ETF worth $203K as of Q4 2024.
Vanguard High Dividend Yield ETF was a new TrinityPoint Wealth position in Q4 2024.
Vanguard High Dividend Yield ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #321 holding.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.