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Westwood Holdings Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westwood Holdings 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
Q3 		– Sell
-2,703
Closed -$287K – 502
2023
Q2 		$287K Buy
+2,703
New +$284K ﹤0.01% 441
2021
Q4 		– Sell
-2,365
Closed -$244K – 466
2021
Q3 		$244K Hold
2,365
– – ﹤0.01% 410
2021
Q2 		$248K Hold
2,365
– – ﹤0.01% 417
2021
Q1 		$239K Hold
2,365
– – ﹤0.01% 435
2020
Q4 		$216K Buy
+2,365
New +$205K ﹤0.01% 416
2020
Q1 		– Sell
-2,665
Closed -$250K – 524
2019
Q4 		$250K Buy
2,665
+140
+6% +$12.7K ﹤0.01% 430
2019
Q3 		$224K Sell
2,525
-870
-26% -$76.1K ﹤0.01% 413
2019
Q2 		$297K Buy
+3,395
New +$294K ﹤0.01% 426

Other funds holding VYM

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return