Wallace Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wallace Advisory Group’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 Q2	–	Sell	-8,387	Closed	-$936K	–	203
2024 Q1	$936K	Buy	+8,387	New	+$961K	0.7%	39
2023 Q4	–	Sell	-5,780	Closed	-$613K	–	179
2023 Q3	$613K	Hold	5,780	–	–	0.44%	46
2023 Q2	$610K	Hold	5,780	–	–	0.46%	47
2023 Q1	$610K	Sell	5,780 -3,983	-41%	-$428K	0.46%	47
2022 Q4	$1.06M	Buy	+9,763	New	+$1.04M	0.83%	23

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wallace Advisory Group's VYM Position: Q2 2024 in Review

Wallace Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 8,387 shares — an estimated $936K sold.

Wallace Advisory Group first reported a position in VYM in Q4 2022 and held it in 5 quarters. The position peaked at $1.06M in Q4 2022. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Wallace Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Wallace Advisory Group sold 8,387 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $936K.
Wallace Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 5 quarters.
Wallace Advisory Group's Vanguard High Dividend Yield ETF position peaked at $1.06M in Q4 2022.
1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.