Twin Lakes Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Twin Lakes Capital 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
2025 Q1	–	Sell	-700	Closed	-$89.3K	–	245
2024 Q4	$89.3K	Hold	700	–	–	0.06%	112
2024 Q3	$89.7K	Hold	700	–	–	0.06%	108
2024 Q2	$83K	Hold	700	–	–	0.06%	110
2024 Q1	$84.7K	Hold	700	–	–	0.06%	111
2023 Q4	$78.1K	Hold	700	–	–	0.05%	113
2023 Q3	$72.3K	Hold	700	–	–	0.05%	115
2023 Q2	$74.2K	Hold	700	–	–	0.05%	119
2023 Q1	$73.8K	Hold	700	–	–	0.06%	115
2022 Q4	$75.7K	Hold	700	–	–	0.06%	114
2022 Q3	$66K	Buy	+700	New	+$72.8K	0.05%	124
2022 Q2	–	Sell	-700	Closed	-$79K	–	289
2022 Q1	$79K	Hold	700	–	–	0.04%	129
2021 Q4	$78K	Hold	700	–	–	0.04%	131
2021 Q3	$72K	Hold	700	–	–	0.04%	130
2021 Q2	$73K	Hold	700	–	–	0.04%	115
2021 Q1	$71K	Buy	+700	New	+$67.5K	0.04%	113

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Twin Lakes Capital Management's VYM Position: Q1 2025 in Review

Twin Lakes Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 700 shares — an estimated $89.3K sold.

Twin Lakes Capital Management first reported a position in VYM in Q1 2021 and held it in 15 quarters. The position peaked at $89.7K in Q3 2024. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Twin Lakes Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Twin Lakes Capital Management sold 700 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $89.3K.
Twin Lakes Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 15 quarters.
Twin Lakes Capital Management's Vanguard High Dividend Yield ETF position peaked at $89.7K in Q3 2024.
1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Twin Lakes Capital Management's 13F filing for Q1 2025, filed 23 May 2025.