YHB Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

YHB Investment Advisors’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	–	Sell	-3,631	Closed	-$465K	–	289
2024 Q3	$465K	Buy	3,631 +224	+7%	+$27.7K	0.04%	206
2024 Q2	$404K	Sell	3,407 -1,460	-30%	-$173K	0.03%	218
2024 Q1	$589K	Hold	4,867	–	–	0.05%	183
2023 Q4	$543K	Hold	4,867	–	–	0.05%	182
2023 Q3	$503K	Hold	4,867	–	–	0.05%	187
2023 Q2	$516K	Sell	4,867 -240	-5%	-$25.2K	0.05%	185
2023 Q1	$539K	Hold	5,107	–	–	0.05%	185
2022 Q4	$553K	Sell	5,107 -452	-8%	-$48.1K	0.06%	177
2022 Q3	$527K	Buy	5,559 +145	+3%	+$15.1K	0.06%	183
2022 Q2	$551K	Hold	5,414	–	–	0.06%	180
2022 Q1	$608K	Sell	5,414 -225	-4%	-$25.1K	0.05%	184
2021 Q4	$632K	Hold	5,639	–	–	0.05%	194
2021 Q3	$583K	Hold	5,639	–	–	0.05%	190
2021 Q2	$591K	Sell	5,639 -1,000	-15%	-$105K	0.05%	191
2021 Q1	$688K	Hold	6,639	–	–	0.06%	182
2020 Q4	$608K	Hold	6,639	–	–	0.06%	186
2020 Q3	$537K	Buy	+6,639	New	+$544K	0.06%	186

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

YHB Investment Advisors's VYM Position: Q4 2024 in Review

YHB Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 3,631 shares — an estimated $465K sold.

YHB Investment Advisors first reported a position in VYM in Q3 2020 and held it in 17 quarters. The position peaked at $688K in Q1 2021. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

YHB Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
YHB Investment Advisors sold 3,631 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $465K.
YHB Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 17 quarters.
YHB Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $688K in Q1 2021.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on YHB Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.