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

West Wealth 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
2023 Q2	–	Sell	-4,663	Closed	-$492K	–	81
2023 Q1	$492K	Sell	4,663 -18	-0.4%	-$1.94K	0.23%	32
2022 Q4	$507K	Sell	4,681 -1,220	-21%	-$130K	0.25%	32
2022 Q3	$559K	Sell	5,901 -1,670	-22%	-$174K	0.28%	32
2022 Q2	$770K	Buy	7,571 +2,584	+52%	+$280K	0.36%	30
2022 Q1	$559K	Buy	+4,987	New	+$556K	0.22%	28

Other funds holding VYM

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 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

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

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

West Wealth Group's VYM Position: Q2 2023 in Review

West Wealth Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 4,663 shares — an estimated $492K sold.

West Wealth Group first reported a position in VYM in Q1 2022 and held it in 5 quarters. The position peaked at $770K in Q2 2022. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

West Wealth Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
West Wealth Group sold 4,663 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $492K.
West Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 5 quarters.
West Wealth Group's Vanguard High Dividend Yield ETF position peaked at $770K in Q2 2022.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on West Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.