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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Annapolis Financial Services's VYM Position: Q1 2024 in Review

Annapolis Financial Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 661 shares — an estimated $73.8K sold.

Annapolis Financial Services first reported a position in VYM in Q4 2020 and held it in 13 quarters. The position peaked at $74K in Q1 2022. 1,607 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Annapolis Financial Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 661 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $73.8K.
Annapolis Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Vanguard High Dividend Yield ETF position peaked at $74K in Q1 2022.
1,607 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.