WR Wealth Planners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WR Wealth Planners’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 Q4	$3.7K	Sell	29 -362	-93%	-$47.2K	﹤0.01%	751
2024 Q3	$50.1K	Sell	391 -73	-16%	-$9.01K	0.01%	340
2024 Q2	$55K	Sell	464 -4	-0.9%	-$474	0.02%	317
2024 Q1	$56.6K	Buy	+468	New	+$53.6K	0.02%	316
2023 Q4	–	Sell	-910	Closed	-$94K	–	851
2023 Q3	$94K	Buy	910 +372	+69%	+$39.9K	0.04%	247
2023 Q2	$57K	Buy	538 +32	+6%	+$3.36K	0.02%	302
2023 Q1	$53.4K	Sell	506 -181	-26%	-$19.5K	0.02%	313
2022 Q4	$74.4K	Buy	687 +3	+0.4%	+$319	0.05%	151
2022 Q3	$64.9K	Buy	684 +4	+0.6%	+$416	0.05%	147
2022 Q2	$69.2K	Buy	680 +101	+17%	+$10.9K	0.05%	150
2022 Q1	$65K	Buy	+579	New	+$64.6K	0.04%	157

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

WR Wealth Planners's VYM Position: Q4 2024 in Review

WR Wealth Planners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 93% in Q4 2024, selling an estimated $47.2K and leaving 29 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

WR Wealth Planners first reported a position in VYM in Q1 2022 and has held it in 11 quarters since. The position peaked at $94K in Q3 2023. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

WR Wealth Planners held 29 shares of Vanguard High Dividend Yield ETF worth $3.7K as of Q4 2024.
WR Wealth Planners sold 362 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $47.2K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #751 holding.
WR Wealth Planners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Vanguard High Dividend Yield ETF position peaked at $94K in Q3 2023.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.