Aspen Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aspen Wealth Strategies’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 Q4	–	Sell	-2,689	Closed	-$278K	–	83
2023 Q3	$278K	Sell	2,689 -161	-6%	-$17.3K	0.22%	55
2023 Q2	$302K	Sell	2,850 -267	-9%	-$28K	0.23%	53
2023 Q1	$329K	Sell	3,117 -425	-12%	-$45.7K	0.26%	55
2022 Q4	$383K	Buy	+3,542	New	+$377K	0.31%	45

Other funds holding VYM

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

SLI

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 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

Aspen Wealth Strategies's VYM Position: Q4 2023 in Review

Aspen Wealth Strategies sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 2,689 shares — an estimated $278K sold.

Aspen Wealth Strategies first reported a position in VYM in Q4 2022 and held it in 4 quarters. The position peaked at $383K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Aspen Wealth Strategies reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Aspen Wealth Strategies sold 2,689 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $278K.
Aspen Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 4 quarters.
Aspen Wealth Strategies's Vanguard High Dividend Yield ETF position peaked at $383K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Aspen Wealth Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.