Benedetti & Gucer’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Benedetti & Gucer’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
2024 Q1	$380K	Sell	3,137 -501	-14%	-$57.4K	0.19%	90
2023 Q4	$406K	Buy	3,638 +473	+15%	+$49.7K	0.21%	87
2023 Q3	$327K	Sell	3,165 -734	-19%	-$78.8K	0.18%	96
2023 Q2	$414K	Sell	3,899 -9	-0.2%	-$944	0.21%	82
2023 Q1	$412K	Buy	3,908 +59	+2%	+$6.35K	0.24%	84
2022 Q4	$417K	Buy	3,849 +674	+21%	+$71.7K	0.31%	58
2022 Q3	$301K	Sell	3,175 -649	-17%	-$67.5K	0.24%	60
2022 Q2	$400K	Buy	3,824 +105	+3%	+$11.4K	0.27%	54
2022 Q1	$417K	Buy	3,719 +544	+17%	+$60.7K	0.28%	54
2021 Q4	$355K	Sell	3,175 -46	-1%	-$5K	0.24%	57
2021 Q3	$333K	Hold	3,221	–	–	0.25%	58
2021 Q2	$337K	Hold	3,221	–	–	0.3%	54
2021 Q1	$325K	Buy	+3,221	New	+$311K	0.3%	52

Other funds holding VYM

SLI

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

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

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

RJFSA

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

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Benedetti & Gucer's VYM Position: Q1 2024 in Review

Benedetti & Gucer reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q1 2024, selling an estimated $57.4K and leaving 3,137 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #90.

Benedetti & Gucer first reported a position in VYM in Q1 2021 and has held it in 13 quarters since. The position peaked at $417K in Q4 2022. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Benedetti & Gucer held 3,137 shares of Vanguard High Dividend Yield ETF worth $380K as of Q1 2024.
Benedetti & Gucer sold 501 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $57.4K.
Vanguard High Dividend Yield ETF made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #90 holding.
Benedetti & Gucer first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Vanguard High Dividend Yield ETF position peaked at $417K in Q4 2022.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.