Clear Perspective Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clear Perspective 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
2021 Q4	$1.94M	Hold	17,321	–	–	0.59%	30
2021 Q3	$1.79M	Hold	17,321	–	–	0.61%	30
2021 Q2	$1.81M	Hold	17,321	–	–	0.63%	34
2021 Q1	$1.75M	Buy	17,321 +21	+0.1%	+$2.03K	0.68%	31
2020 Q4	$1.58M	Sell	17,300 -100	-0.6%	-$8.69K	0.65%	31
2020 Q3	$258	Buy	+17,400	New	+$1.43M	0.12%	118
2020 Q2	–	Sell	-8,800	Closed	-$623K	–	133
2020 Q1	$623K	Sell	8,800 -1,675	-16%	-$144K	0.42%	47
2019 Q4	$982K	Sell	10,475 -10,625	-50%	-$963K	0.61%	44
2019 Q3	$1.86M	Buy	21,100 +10,550	+100%	+$923K	0.84%	27
2019 Q2	$922K	Buy	10,550 +3,600	+52%	+$311K	0.59%	42
2019 Q1	$595K	Hold	6,950	–	–	0.42%	67
2018 Q4	$542K	Hold	6,950	–	–	0.45%	70
2018 Q3	$605K	Hold	6,950	–	–	0.45%	72
2018 Q2	$577K	Hold	6,950	–	–	0.4%	73
2018 Q1	$573K	Hold	6,950	–	–	0.43%	66
2017 Q4	$595K	Hold	6,950	–	–	0.45%	60
2017 Q3	$563K	Hold	6,950	–	–	0.46%	57
2017 Q2	$543K	Buy	6,950 +1,650	+31%	+$129K	0.46%	56
2017 Q1	$412K	Hold	5,300	–	–	0.27%	78
2016 Q4	$402K	Buy	+5,300	New	+$389K	0.27%	82

Other funds holding VYM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's VYM Position: Q4 2021 in Review

Clear Perspective Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2021 at 17,321 shares worth $1.94M. The position accounts for 0.59% of the portfolio, ranked #30.

Clear Perspective Advisors first reported a position in VYM in Q4 2016 and has held it in 20 quarters since. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Clear Perspective Advisors held 17,321 shares of Vanguard High Dividend Yield ETF worth $1.94M as of Q4 2021.
Clear Perspective Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2021.
Vanguard High Dividend Yield ETF made up 0.59% of Clear Perspective Advisors's portfolio in Q4 2021, its #30 holding.
Clear Perspective Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 20 quarters since.
1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.