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Unionview LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Unionview LLC’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 		$210K Buy
1,644
+9
+0.6% +$1.17K 0.15% 87
2024
Q3 		$210K Buy
+1,635
New +$202K 0.16% 93

Other funds holding VYM

Koshinski Asset Management
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
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

Unionview LLC's VYM Position: Q4 2024 in Review

Unionview LLC increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.55% in Q4 2024, buying an estimated $1.17K and bringing the position to 1,644 shares worth $210K. The position accounts for 0.15% of the portfolio, ranked #87.

Unionview LLC first reported a position in VYM in Q3 2024 and has held it in 2 quarters since. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Unionview LLC held 1,644 shares of Vanguard High Dividend Yield ETF worth $210K as of Q4 2024.
  • Unionview LLC bought 9 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $1.17K.
  • Vanguard High Dividend Yield ETF made up 0.15% of Unionview LLC's portfolio in Q4 2024, its #87 holding.
  • Unionview LLC first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.