Acorn Financial Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-16,015	Closed	-$1.79M	–	259
2023 Q4	$1.79M	Sell	16,015 -5,308	-25%	-$558K	0.31%	48
2023 Q3	$2.18M	Sell	21,323 -264	-1%	-$28.3K	0.39%	35
2023 Q2	$2.29M	Buy	21,587 +5	+0%	+$524	0.41%	28
2023 Q1	$2.28M	Buy	21,582 +114	+0.5%	+$12.3K	0.44%	24
2022 Q4	$2.32M	Buy	21,468 +7,964	+59%	+$847K	0.49%	23
2022 Q3	$1.29M	Buy	+13,504	New	+$1.4M	0.31%	50

Other funds holding VYM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acorn Financial Advisory Services's VYM Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 16,015 shares — an estimated $1.79M sold.

Acorn Financial Advisory Services first reported a position in VYM in Q3 2022 and held it in 6 quarters. The position peaked at $2.32M in Q4 2022. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 16,015 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $1.79M.
Acorn Financial Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 6 quarters.
Acorn Financial Advisory Services's Vanguard High Dividend Yield ETF position peaked at $2.32M in Q4 2022.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.