Burney Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Burney Company’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	-2,034	Closed	-$215K	–	595
2023 Q1	$215K	Buy	+2,034	New	+$219K	0.01%	533
2020 Q1	–	Sell	-2,485	Closed	-$233K	–	479
2019 Q4	$233K	Buy	+2,485	New	+$225K	0.01%	435
2019 Q2	–	Sell	-2,978	Closed	-$255K	–	462
2019 Q1	$255K	Buy	+2,978	New	+$249K	0.02%	402
2018 Q3	–	Sell	-2,652	Closed	-$220K	–	474
2018 Q2	$220K	Buy	+2,652	New	+$222K	0.01%	421

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJA

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

Burney Company's VYM Position: Q2 2023 in Review

Burney Company sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 2,034 shares — an estimated $215K sold.

Burney Company first reported a position in VYM in Q2 2018 and held it in 4 quarters. The position peaked at $255K in Q1 2019. 1,456 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Burney Company reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Burney Company sold 2,034 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $215K.
Burney Company first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 4 quarters.
Burney Company's Vanguard High Dividend Yield ETF position peaked at $255K in Q1 2019.
1,456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Burney Company's 13F filing for Q2 2023, filed 9 Aug 2023.