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Allred Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Allred Capital 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
2023
Q1 		– Sell
-17,888
Closed -$1.94M – 161
2022
Q4 		$1.94M Sell
17,888
-203
-1% -$21.6K 1.06% 16
2022
Q3 		$1.72M Buy
18,091
+155
+0.9% +$16.1K 1.07% 18
2022
Q2 		$1.82M Buy
17,936
+6,804
+61% +$737K 1.15% 17
2022
Q1 		$1.25M Buy
+11,132
New +$1.24M 0.66% 37
2021
Q2 		– Sell
-88
Closed -$8.9K – 760
2021
Q1 		$8.9K Buy
+88
New +$8.49K ﹤0.01% 623
2020
Q1 		– Sell
-569
Closed -$53.3K – 712
2019
Q4 		$53.3K Buy
+569
New +$51.6K 0.03% 330

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Ameriprise
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Envestnet Asset Management
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Creative Planning
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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 $75B AUM 31.89% 1-Year Est. Return