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Ahrens Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$1.42M Sell
13,443
-500
-4% -$53.8K 0.7% 32
2022
Q4 		$1.51M Buy
13,943
+150
+1% +$16K 0.69% 43
2022
Q3 		$1.31M Buy
13,793
+82
+0.6% +$8.53K 0.69% 38
2022
Q2 		$1.39M Hold
13,711
– – 0.62% 38
2022
Q1 		$1.54M Sell
13,711
-50
-0.4% -$5.58K 0.49% 47
2021
Q4 		$1.54M Sell
13,761
-700
-5% -$76.2K 0.68% 31
2021
Q3 		$1.5M Hold
14,461
– – 0.71% 37
2021
Q2 		$1.51M Sell
14,461
-600
-4% -$63K 0.7% 38
2021
Q1 		$1.52M Sell
15,061
-800
-5% -$77.2K 0.77% 35
2020
Q4 		$1.45M Sell
15,861
-1,200
-7% -$104K 0.78% 36
2020
Q3 		$1.38M Sell
17,061
-4,100
-19% -$336K 0.92% 30
2020
Q2 		$1.67M Sell
21,161
-7,600
-26% -$591K 1.01% 24
2020
Q1 		$2.04M Buy
28,761
+466
+2% +$40K 1.46% 19
2019
Q4 		$2.65M Buy
28,295
+210
+0.7% +$19K 1.1% 22
2019
Q3 		$2.49M Sell
28,085
-1,280
-4% -$112K 1.1% 23
2019
Q2 		$2.57M Sell
29,365
-135
-0.5% -$11.7K 1.16% 25
2019
Q1 		$2.53M Sell
29,500
-500
-2% -$41.8K 1.15% 25
2018
Q4 		$2.34M Buy
30,000
+375
+1% +$31.3K 1.09% 27
2018
Q3 		$2.58M Sell
29,625
-700
-2% -$60.6K 0.97% 32
2018
Q2 		$2.52M Sell
30,325
-175
-0.6% -$14.7K 1.05% 25
2018
Q1 		$2.52M Buy
30,500
+20
+0.1% +$1.72K 1.08% 24
2017
Q4 		$2.61M Sell
30,480
-202
-0.7% -$16.9K 1.06% 26
2017
Q3 		$2.49M Sell
30,682
-1,097
-3% -$87.1K 1.06% 27
2017
Q2 		$2.48M Buy
31,779
+479
+2% +$37.3K 1.07% 27
2017
Q1 		$2.43M Buy
31,300
+7,523
+32% +$581K 1.17% 24
2016
Q4 		$1.8M Buy
+23,777
New +$1.74M 0.95% 31

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ahrens Investment Partners's VYM Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q1 2023, selling an estimated $53.8K and leaving 13,443 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #32.

Ahrens Investment Partners first reported a position in VYM in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.65M in Q4 2019. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Ahrens Investment Partners held 13,443 shares of Vanguard High Dividend Yield ETF worth $1.42M as of Q1 2023.
  • Ahrens Investment Partners sold 500 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $53.8K.
  • Vanguard High Dividend Yield ETF made up 0.7% of Ahrens Investment Partners's portfolio in Q1 2023, its #32 holding.
  • Ahrens Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Vanguard High Dividend Yield ETF position peaked at $2.65M in Q4 2019.
  • 1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.