Burleson & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Burleson & Co’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	$20K	Buy	185 +1	+0.5%	+$106	0.01%	231
2022 Q3	$17K	Buy	184 +1	+0.5%	+$104	﹤0.01%	254
2022 Q2	$19K	Sell	183 -358	-66%	-$38.8K	﹤0.01%	237
2022 Q1	$61K	Buy	541 +359	+197%	+$40K	0.01%	189
2021 Q4	$20K	Buy	182 +1	+0.6%	+$109	﹤0.01%	230
2021 Q3	$19K	Buy	181 +1	+0.6%	+$106	﹤0.01%	230
2021 Q2	$19K	Sell	180 -39	-18%	-$4.09K	﹤0.01%	239
2021 Q1	$22K	Buy	+219	New	+$21.1K	﹤0.01%	223

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 $424B AUM 22.94% 1-Year Est. Return

Burleson & Co's VYM Position: Q4 2022 in Review

Burleson & Co increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.54% in Q4 2022, buying an estimated $106 and bringing the position to 185 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #231.

Burleson & Co first reported a position in VYM in Q1 2021 and has held it in 8 quarters since. The position peaked at $61K in Q1 2022. 1,467 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Burleson & Co held 185 shares of Vanguard High Dividend Yield ETF worth $20K as of Q4 2022.
Burleson & Co bought 1 Vanguard High Dividend Yield ETF share in Q4 2022, an estimated $106.
Vanguard High Dividend Yield ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #231 holding.
Burleson & Co first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Vanguard High Dividend Yield ETF position peaked at $61K in Q1 2022.
1,467 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.