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YorkBridge Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$15.1M Buy
139,937
+14,741
+12% +$1.57M 3.84% 3
2022
Q3 		$11.9M Buy
125,196
+117,008
+1,429% +$12.2M 3.06% 5
2022
Q2 		$833K Buy
8,188
+4,264
+109% +$462K 0.22% 92
2022
Q1 		$440K Sell
3,924
-775
-16% -$86.4K 0.1% 158
2021
Q4 		$527K Buy
4,699
+7
+0.1% +$762 0.12% 132
2021
Q3 		$485K Buy
4,692
+12
+0.3% +$1.27K 0.12% 133
2021
Q2 		$490K Sell
4,680
-559
-11% -$58.7K 0.13% 128
2021
Q1 		$530K Sell
5,239
-613
-10% -$59.1K 0.16% 115
2020
Q4 		$536K Buy
5,852
+635
+12% +$55.2K 0.18% 98
2020
Q3 		$422K Buy
5,217
+38
+0.7% +$3.11K 0.18% 104
2020
Q2 		$408K Sell
5,179
-348
-6% -$27.1K 0.19% 100
2020
Q1 		$391K Sell
5,527
-883
-14% -$75.9K 0.24% 98
2019
Q4 		$601K Buy
6,410
+558
+10% +$50.6K 0.28% 88
2019
Q3 		$519K Buy
5,852
+971
+20% +$85K 0.26% 94
2019
Q2 		$427K Buy
4,881
+534
+12% +$46.2K 0.19% 109
2019
Q1 		$372K Sell
4,347
-139
-3% -$11.6K 0.17% 119
2018
Q4 		$350K Buy
4,486
+2,762
+160% +$230K 0.19% 118
2018
Q3 		$151K Hold
1,724
– – 0.07% 211
2018
Q2 		$143K Hold
1,724
– – 0.06% 227
2018
Q1 		$144K Hold
1,724
– – 0.07% 221
2017
Q4 		$144K Hold
1,724
– – 0.07% 219
2017
Q3 		$140K Buy
1,724
+590
+52% +$46.8K 0.07% 215
2017
Q2 		$89K Hold
1,134
– – 0.05% 299
2017
Q1 		$88K Sell
1,134
-525
-32% -$40.5K 0.05% 294
2016
Q4 		$124K Buy
+1,659
New +$122K 0.07% 205

Other funds holding VYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

YorkBridge Wealth Partners's VYM Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q4 2022, buying an estimated $1.57M and bringing the position to 139,937 shares worth $15.1M. The position accounts for 3.84% of the portfolio, ranked #3.

YorkBridge Wealth Partners first reported a position in VYM in Q4 2016 and has held it in 25 quarters since. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • YorkBridge Wealth Partners held 139,937 shares of Vanguard High Dividend Yield ETF worth $15.1M as of Q4 2022.
  • YorkBridge Wealth Partners bought 14,741 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $1.57M.
  • Vanguard High Dividend Yield ETF made up 3.84% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #3 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 25 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.