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Vanguard High Dividend Yield ETF shares owned by Halpern Financial

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $37k 307 119.85
2023-12-31 $34k 307 111.69
2023-03-31 $8.0k 76 105.50
2022-12-31 $28k 258 108.21
2022-09-30 $25k 258 94.88
2022-06-30 $50k 493 101.70
2022-03-31 $55k 493 112.25
2021-12-31 $47k 417 112.11

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
UBS Group
Raymond James & Associates
Vanguard Group
Royal Bank of Canada
Jpmorgan Chase & Co
Goldman Sachs Group
Wellspring Financial Advisors
Commonwealth Equity Services
Mercer Global Advisors
Janney Montgomery Scott

View all funds holding Vanguard High Dividend Yield ETF