Halpern Financial »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 266 128.03
2024-06-30 $32k 266 118.60
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)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Ameriprise Financial
Vanguard Group
Raymond James & Associates
UBS Group
Mercer Global Advisors
Royal Bank of Canada
Wellspring Financial Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard High Dividend Yield ETF