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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Addison Advisors's VYM Position: Q4 2024 in Review

Addison Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 559 shares — an estimated $71.7K sold.

Addison Advisors first reported a position in VYM in Q4 2020 and held it in 9 quarters. The position peaked at $71.7K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Addison Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
Addison Advisors sold 559 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $71.7K.
Addison Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 9 quarters.
Addison Advisors's Vanguard High Dividend Yield ETF position peaked at $71.7K in Q3 2024.
1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.