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Boyce & Associates Wealth Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Boyce & Associates Wealth Consulting’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
Q2 		– Sell
-19,172
Closed -$2.03M – 55
2023
Q1 		$2.03M Buy
+19,172
New +$2.06M 3.64% 8

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Boyce & Associates Wealth Consulting's VYM Position: Q2 2023 in Review

Boyce & Associates Wealth Consulting sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 19,172 shares — an estimated $2.03M sold.

Boyce & Associates Wealth Consulting first reported a position in VYM in Q1 2023 and held it in 1 quarter. The position peaked at $2.03M in Q1 2023. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Boyce & Associates Wealth Consulting reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 19,172 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $2.03M.
  • Boyce & Associates Wealth Consulting first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Vanguard High Dividend Yield ETF position peaked at $2.03M in Q1 2023.
  • 1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2023, filed 24 Jul 2023.