CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CLA (CliftonLarsonAllen) 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
2024 Q1	–	Sell	-52,087	Closed	-$5.81M	–	192
2023 Q4	$5.81M	Sell	52,087 -1,235	-2%	-$130K	0.14%	62
2023 Q3	$5.51M	Sell	53,322 -481	-0.9%	-$51.6K	0.15%	60
2023 Q2	$5.71M	Sell	53,803 -1,186	-2%	-$124K	0.16%	58
2023 Q1	$5.8M	Sell	54,989 -36,543	-40%	-$3.93M	0.17%	58
2022 Q4	$9.9M	Buy	+91,532	New	+$9.74M	0.37%	46
2022 Q3	–	Sell	-24,744	Closed	-$2.52M	–	177
2022 Q2	$2.52M	Buy	24,744 +9,922	+67%	+$1.08M	0.1%	80
2022 Q1	$1.66M	Buy	+14,822	New	+$1.65M	0.06%	115

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VYM Position: Q1 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 52,087 shares — an estimated $5.81M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VYM in Q1 2022 and held it in 7 quarters. The position peaked at $9.9M in Q4 2022. 1,606 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 52,087 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $5.81M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 7 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $9.9M in Q4 2022.
1,606 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.