AdvicePeriod’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AdvicePeriod’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
2021 Q2	$451K	Buy	4,301 +225	+6%	+$23.6K	0.03%	76
2021 Q1	$412K	Sell	4,076 -180	-4%	-$17.4K	0.03%	75
2020 Q4	$389K	Sell	4,256 -1,370	-24%	-$119K	0.03%	73
2020 Q3	$455K	Buy	5,626 +1,370	+32%	+$112K	0.04%	70
2020 Q2	$335K	Hold	4,256	–	–	0.04%	69
2020 Q1	$301K	Buy	4,256 +376	+10%	+$32.3K	0.03%	84
2019 Q4	$364K	Hold	3,880	–	–	0.03%	84
2019 Q3	$344K	Sell	3,880 -570	-13%	-$49.9K	0.03%	81
2019 Q2	$389K	Buy	+4,450	New	+$385K	0.04%	74
2018 Q2	–	Sell	-7,308	Closed	-$603K	–	79
2018 Q1	$603K	Sell	7,308 -85	-1%	-$7.31K	0.1%	55
2017 Q4	$633K	Buy	+7,393	New	+$618K	0.12%	50

Other funds holding VYM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AdvicePeriod's VYM Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.5% in Q2 2021, buying an estimated $23.6K and bringing the position to 4,301 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #76.

AdvicePeriod first reported a position in VYM in Q4 2017 and has held it in 11 quarters since. The position peaked at $633K in Q4 2017. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

AdvicePeriod held 4,301 shares of Vanguard High Dividend Yield ETF worth $451K as of Q2 2021.
AdvicePeriod bought 225 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $23.6K.
Vanguard High Dividend Yield ETF made up 0.03% of AdvicePeriod's portfolio in Q2 2021, its #76 holding.
AdvicePeriod first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 11 quarters since.
AdvicePeriod's Vanguard High Dividend Yield ETF position peaked at $633K in Q4 2017.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.