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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 $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return