Bridgeworth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bridgeworth’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	-2,460	Closed	-$261K	–	179
2023 Q2	$261K	Buy	+2,460	New	+$258K	0.03%	144
2018 Q3	–	Sell	-919	Closed	-$76K	–	538
2018 Q2	$76K	Buy	+919	New	+$77K	0.03%	225

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 22.96% 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

Bridgeworth's VYM Position: Q3 2023 in Review

Bridgeworth sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,460 shares — an estimated $261K sold.

Bridgeworth first reported a position in VYM in Q2 2018 and held it in 2 quarters. The position peaked at $261K in Q2 2023. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Bridgeworth reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Bridgeworth sold 2,460 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $261K.
Bridgeworth first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 2 quarters.
Bridgeworth's Vanguard High Dividend Yield ETF position peaked at $261K in Q2 2023.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Bridgeworth's 13F filing for Q3 2023, filed 24 Oct 2023.