WEG
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World Equity Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

World Equity 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
-6,355
Closed -$201K – 563
2023
Q1 		$201K Buy
6,355
+1,924
+43% +$207K 0.03% 461
2022
Q4 		$479K Sell
4,431
-312
-7% -$33.2K 0.11% 184
2022
Q3 		$450K Buy
4,743
+428
+10% +$44.5K 0.11% 179
2022
Q2 		$439K Buy
+4,315
New +$468K 0.11% 203

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

World Equity Group's VYM Position: Q2 2023 in Review

World Equity Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 6,355 shares — an estimated $201K sold.

World Equity Group first reported a position in VYM in Q2 2022 and held it in 4 quarters. The position peaked at $479K in Q4 2022. 1,456 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • World Equity Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 6,355 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $201K.
  • World Equity Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 4 quarters.
  • World Equity Group's Vanguard High Dividend Yield ETF position peaked at $479K in Q4 2022.
  • 1,456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.