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

Boulder 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
2022 Q4	$12.4M	Buy	+114,235	New	+$12.2M	11.06%	3

Other funds holding VYM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

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

Boulder Wealth Advisors's VYM Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2022: 114,235 shares worth $12.4M. The stake represents 11.06% of the portfolio and ranks #3 among its holdings.

1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Boulder Wealth Advisors held 114,235 shares of Vanguard High Dividend Yield ETF worth $12.4M as of Q4 2022.
Vanguard High Dividend Yield ETF was a new Boulder Wealth Advisors position in Q4 2022.
Vanguard High Dividend Yield ETF made up 11.06% of Boulder Wealth Advisors's portfolio in Q4 2022, its #3 holding.
1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.