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

Bard 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
2023
Q3 		– Sell
-75,200
Closed -$7.98M – 319
2023
Q2 		$7.98M Sell
75,200
-6,850
-8% -$718K 0.6% 44
2023
Q1 		$8.66M Buy
82,050
+7,250
+10% +$780K 0.69% 38
2022
Q4 		$8.09M Buy
74,800
+28,425
+61% +$3.02M 0.69% 38
2022
Q3 		$4.4M Buy
46,375
+16,250
+54% +$1.69M 0.41% 58
2022
Q2 		$3.06M Hold
30,125
– – 0.28% 87
2022
Q1 		$3.38M Buy
30,125
+1,000
+3% +$112K 0.28% 90
2021
Q4 		$3.27M Hold
29,125
– – 0.26% 87
2021
Q3 		$3.01M Hold
29,125
– – 0.27% 90
2021
Q2 		$3.05M Hold
29,125
– – 0.27% 92
2021
Q1 		$2.94M Sell
29,125
-375
-1% -$36.2K 0.29% 88
2020
Q4 		$2.7M Buy
+29,500
New +$2.56M 0.27% 90

Other funds holding VYM

SLI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
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