Comprehensive Financial Consultants Institutional’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-190	Closed	-$20K	–	495
2021 Q4	$20K	Buy	+190	New	+$20.7K	0.01%	303

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

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

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

RJA

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VYM Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 190 shares — an estimated $20K sold.

Comprehensive Financial Consultants Institutional first reported a position in VYM in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 190 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $20K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Vanguard High Dividend Yield ETF position peaked at $20K in Q4 2021.
1,342 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.