AFS Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AFS Financial Group’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 Q1	–	Sell	-5,750	Closed	-$642K	–	55
2023 Q4	$642K	Sell	5,750 -8,547	-60%	-$898K	0.6%	25
2023 Q3	$1.48M	Sell	14,297 -552	-4%	-$59.2K	1.01%	24
2023 Q2	$1.58M	Sell	14,849 -541	-4%	-$56.7K	1.02%	24
2023 Q1	$1.62M	Sell	15,390 -841	-5%	-$90.5K	1.08%	20
2022 Q4	$1.76M	Buy	+16,231	New	+$1.73M	1.25%	16

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AFS Financial Group's VYM Position: Q1 2024 in Review

AFS Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 5,750 shares — an estimated $642K sold.

AFS Financial Group first reported a position in VYM in Q4 2022 and held it in 5 quarters. The position peaked at $1.76M in Q4 2022. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

AFS Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
AFS Financial Group sold 5,750 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $642K.
AFS Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 5 quarters.
AFS Financial Group's Vanguard High Dividend Yield ETF position peaked at $1.76M in Q4 2022.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.