Annapolis Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Annapolis Financial Services’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	-661	Closed	-$73.8K	–	471
2023 Q4	$73.8K	Hold	661	–	–	0.02%	171
2023 Q3	$68.3K	Hold	661	–	–	0.02%	167
2023 Q2	$70.1K	Hold	661	–	–	0.02%	164
2023 Q1	$69.7K	Hold	661	–	–	0.02%	154
2022 Q4	$71.5K	Hold	661	–	–	0.02%	153
2022 Q3	$63K	Hold	661	–	–	0.02%	165
2022 Q2	$67K	Hold	661	–	–	0.02%	160
2022 Q1	$74K	Hold	661	–	–	0.02%	162
2021 Q4	$74K	Hold	661	–	–	0.02%	164
2021 Q3	$68K	Hold	661	–	–	0.02%	154
2021 Q2	$69K	Hold	661	–	–	0.02%	147
2021 Q1	$67K	Buy	661 +4	+0.6%	+$386	0.02%	145
2020 Q4	$60K	Buy	+657	New	+$57.1K	0.02%	141

Other funds holding VYM

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

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Creative Planning

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

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