Authentikos Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Authentikos Wealth Advisory’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
2025 Q1	–	Sell	-3,036	Closed	-$387K	–	103
2024 Q4	$387K	Sell	3,036 -537	-15%	-$70K	0.38%	52
2024 Q3	$458K	Buy	3,573 +263	+8%	+$32.5K	0.44%	50
2024 Q2	$393K	Sell	3,310 -34	-1%	-$4.03K	0.38%	31
2024 Q1	$405K	Sell	3,344 -37	-1%	-$4.24K	0.41%	46
2023 Q4	$377K	Sell	3,381 -520	-13%	-$54.6K	0.4%	46
2023 Q3	$403K	Sell	3,901 -185	-5%	-$19.9K	0.39%	46
2023 Q2	$433K	Sell	4,086 -24	-0.6%	-$2.52K	0.41%	46
2023 Q1	$445K	Buy	+4,110	New	+$442K	0.45%	42

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Authentikos Wealth Advisory's VYM Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 3,036 shares — an estimated $387K sold.

Authentikos Wealth Advisory first reported a position in VYM in Q1 2023 and held it in 8 quarters. The position peaked at $458K in Q3 2024. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 3,036 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $387K.
Authentikos Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 8 quarters.
Authentikos Wealth Advisory's Vanguard High Dividend Yield ETF position peaked at $458K in Q3 2024.
1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.