Clear Perspectives Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$17.6M	Sell	167,160 -43,381	-21%	-$4.67M	9.89%	2
2022 Q4	$22.8M	Sell	210,541 -1,462	-0.7%	-$156K	12.1%	1
2022 Q3	$20.1M	Sell	212,003 -31,495	-13%	-$3.28M	9.86%	3
2022 Q2	$24.8M	Sell	243,498 -19,442	-7%	-$2.11M	9.65%	3
2022 Q1	$29.5M	Buy	262,940 +254,352	+2,962%	+$28.4M	11.19%	1
2021 Q4	$963K	Buy	8,588 +2,461	+40%	+$268K	0.39%	35
2021 Q3	$633K	Buy	6,127 +376	+7%	+$39.7K	0.29%	39
2021 Q2	$603K	Buy	5,751 +2,895	+101%	+$304K	0.29%	39
2021 Q1	$289K	Buy	2,856 +3	+0.1%	+$289	0.17%	48
2020 Q4	$261K	Buy	+2,853	New	+$248K	0.17%	48

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJA

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

RJFSA

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

Clear Perspectives Financial Planning's VYM Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q1 2023, selling an estimated $4.67M and leaving 167,160 shares worth $17.6M. The position accounts for 9.89% of the portfolio, ranked #2.

Clear Perspectives Financial Planning first reported a position in VYM in Q4 2020 and has held it in 10 quarters since. The position peaked at $29.5M in Q1 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Clear Perspectives Financial Planning held 167,160 shares of Vanguard High Dividend Yield ETF worth $17.6M as of Q1 2023.
Clear Perspectives Financial Planning sold 43,381 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $4.67M.
Vanguard High Dividend Yield ETF made up 9.89% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #2 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard High Dividend Yield ETF position peaked at $29.5M in Q1 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.