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

Bellwether 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
2022
Q4 		– Sell
-37
Closed -$3K – 573
2022
Q3 		$3K Buy
+37
New +$3.85K ﹤0.01% 369

Other funds holding VYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bellwether Advisors's VYM Position: Q4 2022 in Review

Bellwether Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 37 shares — an estimated $3K sold.

Bellwether Advisors first reported a position in VYM in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • Bellwether Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 37 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $3K.
  • Bellwether Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 1 quarter.
  • Bellwether Advisors's Vanguard High Dividend Yield ETF position peaked at $3K in Q3 2022.
  • 1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.