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Advanced Research Investment Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advanced Research Investment Solutions’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
2022
Q1 		– Sell
-1
Closed – – 262
2021
Q4 		$0 Sell
1
-144
-99% -$15.7K ﹤0.01% 220
2021
Q3 		$15.1K Hold
145
– – 0.01% 108
2021
Q2 		$15K Buy
145
+1
+0.7% +$105 0.01% 48
2021
Q1 		$15K Buy
+144
New +$13.9K 0.02% 41

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advanced Research Investment Solutions's VYM Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 1 share.

Advanced Research Investment Solutions first reported a position in VYM in Q1 2021 and held it in 4 quarters. The position peaked at $15.1K in Q3 2021. 1,342 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Advanced Research Investment Solutions reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1 Vanguard High Dividend Yield ETF share in Q1 2022.
  • Advanced Research Investment Solutions first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 4 quarters.
  • Advanced Research Investment Solutions's Vanguard High Dividend Yield ETF position peaked at $15.1K in Q3 2021.
  • 1,342 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.