Boston Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Boston Financial Management’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
2021 Q4	–	Sell	-2,094	Closed	-$216K	–	272
2021 Q3	$216K	Hold	2,094	–	–	0.01%	243
2021 Q2	$219K	Sell	2,094 -130	-6%	-$13.7K	0.01%	231
2021 Q1	$225K	Buy	+2,224	New	+$215K	0.01%	220
2020 Q3	–	Sell	-1,338	Closed	-$105K	–	272
2020 Q2	$105K	Buy	+1,338	New	+$104K	0.01%	274
2020 Q1	–	Sell	-2,154	Closed	-$202K	–	277
2019 Q4	$202K	Buy	+2,154	New	+$195K	0.01%	233

Other funds holding VYM

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

RJA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Financial Management's VYM Position: Q4 2021 in Review

Boston Financial Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 2,094 shares — an estimated $216K sold.

Boston Financial Management first reported a position in VYM in Q4 2019 and held it in 5 quarters. The position peaked at $225K in Q1 2021. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Boston Financial Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
Boston Financial Management sold 2,094 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $216K.
Boston Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 5 quarters.
Boston Financial Management's Vanguard High Dividend Yield ETF position peaked at $225K in Q1 2021.
1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Boston Financial Management's 13F filing for Q4 2021, filed 11 Feb 2022.