Claraphi Advisory Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Claraphi Advisory Network’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	$561K	Buy	+5,184	New	+$552K	0.22%	122
2020 Q3	–	Sell	-2,706	Closed	-$213K	–	309
2020 Q2	$213K	Buy	2,706 +107	+4%	+$8.32K	0.09%	225
2020 Q1	$184K	Buy	+2,599	New	+$223K	0.09%	208
2018 Q3	–	Sell	-13,463	Closed	-$1.12M	–	296
2018 Q2	$1.12M	Buy	13,463 +6,450	+92%	+$540K	0.72%	30
2018 Q1	$579K	Buy	7,013 +3,603	+106%	+$310K	0.41%	66
2017 Q4	$292K	Buy	+3,410	New	+$285K	0.23%	136

Other funds holding VYM

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

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

SLI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Claraphi Advisory Network's VYM Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2022: 5,184 shares worth $561K. The stake represents 0.22% of the portfolio and ranks #122 among its holdings. This is a return to the name: Claraphi Advisory Network previously reported a position in VYM as recently as Q2 2020.

Claraphi Advisory Network first reported a position in VYM in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2018. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Claraphi Advisory Network held 5,184 shares of Vanguard High Dividend Yield ETF worth $561K as of Q4 2022.
Vanguard High Dividend Yield ETF was a new Claraphi Advisory Network position in Q4 2022.
Vanguard High Dividend Yield ETF made up 0.22% of Claraphi Advisory Network's portfolio in Q4 2022, its #122 holding.
Claraphi Advisory Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 6 quarters since.
Claraphi Advisory Network's Vanguard High Dividend Yield ETF position peaked at $1.12M in Q2 2018.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.