Berger Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Berger Financial Group’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	-2,239	Closed	-$238K	–	296
2023 Q2	$238K	Sell	2,239 -12	-0.5%	-$1.26K	0.03%	255
2023 Q1	$238K	Sell	2,251 -11	-0.5%	-$1.18K	0.03%	244
2022 Q4	$245K	Buy	2,262 +19	+0.8%	+$2.02K	0.03%	226
2022 Q3	$213K	Buy	2,243 +19	+0.9%	+$1.98K	0.03%	225
2022 Q2	$226K	Buy	2,224 +1	+0%	+$108	0.03%	217
2022 Q1	$250K	Hold	2,223	–	–	0.03%	233
2021 Q4	$249K	Buy	2,223 +101	+5%	+$11K	0.03%	230
2021 Q3	$219K	Hold	2,122	–	–	0.04%	196
2021 Q2	$222K	Buy	+2,122	New	+$223K	0.04%	191

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Berger Financial Group's VYM Position: Q3 2023 in Review

Berger Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,239 shares — an estimated $238K sold.

Berger Financial Group first reported a position in VYM in Q2 2021 and held it in 9 quarters. The position peaked at $250K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Berger Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Berger Financial Group sold 2,239 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $238K.
Berger Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 9 quarters.
Berger Financial Group's Vanguard High Dividend Yield ETF position peaked at $250K in Q1 2022.
1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Berger Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.