American Portfolios Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

American Portfolios Advisors’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 Q3	$20.7M	Buy	218,488 +9,042	+4%	+$940K	0.88%	15
2022 Q2	$21.3M	Buy	209,446 +719	+0.3%	+$77.9K	0.88%	14
2022 Q1	$23.4M	Buy	208,727 +3,682	+2%	+$411K	0.8%	15
2021 Q4	$23M	Buy	205,045 +16,810	+9%	+$1.83M	0.78%	14
2021 Q3	$19.5M	Buy	188,235 +1,703	+0.9%	+$180K	0.73%	18
2021 Q2	$19.5M	Buy	186,532 +30,070	+19%	+$3.16M	0.76%	14
2021 Q1	$15.8M	Buy	156,462 +24,912	+19%	+$2.4M	0.69%	18
2020 Q4	$12M	Buy	131,550 +7,756	+6%	+$674K	0.62%	23
2020 Q3	$10M	Sell	123,794 -6,266	-5%	-$513K	0.58%	27
2020 Q2	$10.2M	Sell	130,060 -10,108	-7%	-$786K	0.67%	22
2020 Q1	$9.92M	Sell	140,168 -27,162	-16%	-$2.33M	0.82%	17
2019 Q4	$15.7M	Buy	167,330 +11,182	+7%	+$1.01M	1.12%	10
2019 Q3	$13.9M	Buy	156,148 +8,135	+5%	+$712K	1.14%	11
2019 Q2	$12.9M	Buy	148,013 +17,253	+13%	+$1.49M	1.09%	11
2019 Q1	$11.2M	Buy	130,760 +28,411	+28%	+$2.37M	1.06%	11
2018 Q4	$7.98M	Sell	102,349 -18,872	-16%	-$1.57M	0.99%	12
2018 Q3	$10.6M	Buy	121,221 +43,230	+55%	+$3.74M	1.21%	9
2018 Q2	$6.48M	Sell	77,991 -406	-0.5%	-$34K	0.88%	14
2018 Q1	$6.47M	Buy	78,397 +7,223	+10%	+$621K	0.96%	14
2017 Q4	$6.09M	Buy	+71,174	New	+$5.95M	0.96%	13

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

RJA

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

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

American Portfolios Advisors's VYM Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q3 2022, buying an estimated $940K and bringing the position to 218,488 shares worth $20.7M. The position accounts for 0.88% of the portfolio, ranked #15.

American Portfolios Advisors first reported a position in VYM in Q4 2017 and has held it in 20 quarters since. The position peaked at $23.4M in Q1 2022. 1,321 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

American Portfolios Advisors held 218,488 shares of Vanguard High Dividend Yield ETF worth $20.7M as of Q3 2022.
American Portfolios Advisors bought 9,042 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $940K.
Vanguard High Dividend Yield ETF made up 0.88% of American Portfolios Advisors's portfolio in Q3 2022, its #15 holding.
American Portfolios Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard High Dividend Yield ETF position peaked at $23.4M in Q1 2022.
1,321 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.