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Addison Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Addison Advisors’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
Q4 		– Sell
-559
Closed -$71.7K – 873
2024
Q3 		$71.7K Hold
559
– – 0.02% 345
2024
Q2 		$66.3K Buy
+559
New +$66.3K 0.02% 334
2022
Q4 		– Sell
-497
Closed -$47K – 812
2022
Q3 		$47K Hold
497
– – 0.03% 270
2022
Q2 		$51K Hold
497
– – 0.03% 261
2022
Q1 		$56K Buy
497
+376
+311% +$41.9K 0.03% 273
2021
Q4 		$14K Hold
121
– – 0.01% 384
2021
Q3 		$13K Sell
121
-9
-7% -$951 0.01% 295
2021
Q2 		$14K Buy
+130
New +$13.7K 0.01% 283
2020
Q4 		$16K Buy
+180
New +$15.6K 0.02% 260

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return