Monterey Private Wealth »

Vanguard High Dividend Yield ETF shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth 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 Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 3.0k 120.99
2023-12-31 $344k 3.1k 111.62
2023-09-30 $421k 4.1k 103.32
2023-06-30 $420k 4.0k 106.06
2023-03-31 $503k 4.8k 105.50
2022-12-31 $344k 3.2k 108.22
2022-09-30 $322k 3.3k 96.32
2022-06-30 $298k 2.9k 101.74
2022-03-31 $332k 2.9k 113.97
2021-12-31 $333k 3.0k 112.05
2021-09-30 $337k 3.2k 104.95
2021-06-30 $351k 3.4k 104.65
2021-03-31 $349k 3.4k 103.07
2020-12-31 $313k 3.4k 91.57
2020-09-30 $334k 4.1k 80.81
2020-06-30 $324k 4.1k 78.81
2020-03-31 $517k 7.3k 70.73
2019-12-31 $549k 5.9k 93.72