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

Benchmark Financial 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 Q1	–	Sell	-127,517	Closed	-$13.8M	–	73
2022 Q4	$13.8M	Buy	127,517 +18,324	+17%	+$1.95M	7.51%	4
2022 Q3	$10.4M	Sell	109,193 -9,019	-8%	-$938K	6.09%	6
2022 Q2	$12M	Buy	118,212 +4,213	+4%	+$457K	6.16%	5
2022 Q1	$12.8M	Buy	113,999 +10,982	+11%	+$1.22M	5.44%	6
2021 Q4	$11.5M	Buy	103,017 +16,824	+20%	+$1.83M	4.83%	7
2021 Q3	$8.91M	Buy	86,193 +6,482	+8%	+$685K	4.23%	8
2021 Q2	$8.35M	Buy	79,711 +8,713	+12%	+$915K	3.99%	8
2021 Q1	$7.18M	Buy	70,998 +2,479	+4%	+$239K	3.92%	8
2020 Q4	$6.27M	Buy	68,519 +2,396	+4%	+$208K	3.45%	9
2020 Q3	$5.35M	Buy	66,123 +2,158	+3%	+$177K	3.45%	9
2020 Q2	$5.04M	Buy	+63,965	New	+$4.97M	3.71%	8

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VYM Position: Q1 2023 in Review

Benchmark Financial Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 127,517 shares — an estimated $13.8M sold.

Benchmark Financial Wealth Advisors first reported a position in VYM in Q2 2020 and held it in 11 quarters. The position peaked at $13.8M in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Benchmark Financial Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 127,517 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $13.8M.
Benchmark Financial Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 11 quarters.
Benchmark Financial Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $13.8M in Q4 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.