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Welch & Forbes’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Welch & Forbes’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
2023
Q2 		– Sell
-3,104
Closed -$327K – 378
2023
Q1 		$327K Hold
3,104
– – 0.01% 322
2022
Q4 		$336K Sell
3,104
-3,512
-53% -$374K 0.01% 317
2022
Q3 		$628K Buy
+6,616
New +$688K 0.01% 256

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Welch & Forbes's VYM Position: Q2 2023 in Review

Welch & Forbes sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 3,104 shares — an estimated $327K sold.

Welch & Forbes first reported a position in VYM in Q3 2022 and held it in 3 quarters. The position peaked at $628K in Q3 2022. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Welch & Forbes reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Welch & Forbes sold 3,104 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $327K.
  • Welch & Forbes first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 3 quarters.
  • Welch & Forbes's Vanguard High Dividend Yield ETF position peaked at $628K in Q3 2022.
  • 1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Welch & Forbes's 13F filing for Q2 2023, filed 28 Jul 2023.