Aevitas Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aevitas Wealth Management’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 Q4	$1.46M	Buy	13,516 +1,037	+8%	+$110K	0.87%	30
2022 Q3	$1.18M	Buy	12,479 +178	+1%	+$18.5K	0.89%	35
2022 Q2	$1.25M	Buy	12,301 +907	+8%	+$98.3K	0.85%	37
2022 Q1	$1.28M	Buy	11,394 +2,328	+26%	+$260K	0.78%	38
2021 Q4	$1.04M	Buy	9,066 +1,581	+21%	+$172K	0.62%	45
2021 Q3	$774K	Buy	7,485 +1,191	+19%	+$126K	0.49%	56
2021 Q2	$659K	Buy	6,294 +518	+9%	+$54.4K	0.42%	64
2021 Q1	$584K	Buy	5,776 +1,074	+23%	+$104K	0.41%	62
2020 Q4	$430K	Sell	4,702 -238	-5%	-$20.7K	0.31%	75
2020 Q3	$400K	Buy	4,940 +23	+0.5%	+$1.88K	0.33%	76
2020 Q2	$387K	Buy	4,917 +29	+0.6%	+$2.25K	0.36%	76
2020 Q1	$346K	Buy	4,888 +121	+3%	+$10.4K	0.39%	70
2019 Q4	$447K	Buy	4,767 +21	+0.4%	+$1.9K	0.42%	65
2019 Q3	$421K	Buy	4,746 +23	+0.5%	+$2.01K	0.42%	67
2019 Q2	$413K	Buy	4,723 +494	+12%	+$42.7K	0.42%	66
2019 Q1	$362K	Buy	4,229 +17	+0.4%	+$1.42K	0.32%	80
2018 Q4	$329K	Sell	4,212 -179	-4%	-$14.9K	0.34%	74
2018 Q3	$382K	Hold	4,391	–	–	0.35%	73
2018 Q2	$365K	Buy	4,391 +18	+0.4%	+$1.51K	0.36%	71
2018 Q1	$361K	Buy	4,373 +222	+5%	+$19.1K	0.36%	70
2017 Q4	$355K	Buy	+4,151	New	+$347K	0.34%	76

Other funds holding VYM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Aevitas Wealth Management's VYM Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.3% in Q4 2022, buying an estimated $110K and bringing the position to 13,516 shares worth $1.46M. The position accounts for 0.87% of the portfolio, ranked #30.

Aevitas Wealth Management first reported a position in VYM in Q4 2017 and has held it in 21 quarters since. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Aevitas Wealth Management held 13,516 shares of Vanguard High Dividend Yield ETF worth $1.46M as of Q4 2022.
Aevitas Wealth Management bought 1,037 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $110K.
Vanguard High Dividend Yield ETF made up 0.87% of Aevitas Wealth Management's portfolio in Q4 2022, its #30 holding.
Aevitas Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 21 quarters since.
1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.