BDO Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BDO Wealth Advisors’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 Q2	$7.42K	Hold	70	–	–	﹤0.01%	737
2023 Q1	$7.38K	Hold	70	–	–	﹤0.01%	758
2022 Q4	$7.58K	Hold	70	–	–	﹤0.01%	724
2022 Q3	$7K	Hold	70	–	–	﹤0.01%	785
2022 Q2	$7K	Sell	70 -20	-22%	-$2.17K	﹤0.01%	753
2022 Q1	$10K	Hold	90	–	–	﹤0.01%	742
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	731
2021 Q3	$9K	Hold	90	–	–	﹤0.01%	752
2021 Q2	$9K	Hold	90	–	–	﹤0.01%	780
2021 Q1	$9K	Hold	90	–	–	﹤0.01%	763
2020 Q4	$8K	Hold	90	–	–	﹤0.01%	583
2020 Q3	$7K	Buy	90 +50	+125%	+$4.09K	﹤0.01%	532
2020 Q2	$3K	Sell	40 -2,850	-99%	-$222K	﹤0.01%	608
2020 Q1	$204K	Buy	2,890 +2,850	+7,125%	+$245K	0.04%	203
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	533
2019 Q3	$4K	Hold	40	–	–	﹤0.01%	559
2019 Q2	$3K	Sell	40 -57	-59%	-$4.93K	﹤0.01%	574
2019 Q1	$8K	Hold	97	–	–	﹤0.01%	444
2018 Q4	$8K	Hold	97	–	–	﹤0.01%	428
2018 Q3	$8K	Hold	97	–	–	﹤0.01%	480
2018 Q2	$8K	Hold	97	–	–	﹤0.01%	488
2018 Q1	$8K	Hold	97	–	–	﹤0.01%	416
2017 Q4	$8K	Hold	97	–	–	﹤0.01%	355
2017 Q3	$8K	Hold	97	–	–	﹤0.01%	322
2017 Q2	$8K	Buy	+97	New	+$7.55K	﹤0.01%	403

Other funds holding VYM

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

SLI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's VYM Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2023 at 70 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

BDO Wealth Advisors first reported a position in VYM in Q2 2017 and has held it in 25 quarters since. The position peaked at $204K in Q1 2020. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

BDO Wealth Advisors held 70 shares of Vanguard High Dividend Yield ETF worth $7.42K as of Q2 2023.
BDO Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2023.
Vanguard High Dividend Yield ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #737 holding.
BDO Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $204K in Q1 2020.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.