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

Altavista 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
2021 Q4	$267K	Hold	2,385	–	–	0.05%	166
2021 Q3	$246K	Sell	2,385 -795	-25%	-$84K	0.05%	170
2021 Q2	$333K	Buy	3,180 +985	+45%	+$103K	0.07%	147
2021 Q1	$222K	Hold	2,195	–	–	0.05%	166
2020 Q4	$201K	Buy	+2,195	New	+$191K	0.05%	173
2020 Q3	–	Sell	-7,300	Closed	-$575K	–	170
2020 Q2	$575K	Sell	7,300 -250	-3%	-$19.4K	0.17%	90
2020 Q1	$534K	Sell	7,550 -2,940	-28%	-$253K	0.18%	85
2019 Q4	$983K	Sell	10,490 -4,201	-29%	-$381K	0.29%	69
2019 Q3	$1.3M	Buy	14,691 +25	+0.2%	+$2.19K	0.41%	56
2019 Q2	$1.28M	Buy	14,666 +2,310	+19%	+$200K	0.41%	57
2019 Q1	$1.06M	Buy	12,356 +846	+7%	+$70.7K	0.37%	62
2018 Q4	$898K	Buy	11,510 +1,867	+19%	+$156K	0.37%	67
2018 Q3	$840K	Hold	9,643	–	–	0.31%	80
2018 Q2	$801K	Buy	9,643 +20	+0.2%	+$1.68K	0.32%	77
2018 Q1	$794K	Buy	+9,623	New	+$827K	0.34%	77

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Altavista Wealth Management's VYM Position: Q4 2021 in Review

Altavista Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2021 at 2,385 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #166.

Altavista Wealth Management first reported a position in VYM in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2019. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Altavista Wealth Management held 2,385 shares of Vanguard High Dividend Yield ETF worth $267K as of Q4 2021.
Altavista Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2021.
Vanguard High Dividend Yield ETF made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #166 holding.
Altavista Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 15 quarters since.
Altavista Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.3M in Q3 2019.
1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.