DHK Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

DHK Financial 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 Q2	–	Sell	-8,129	Closed	-$984K	–	103
2024 Q1	$984K	Buy	8,129 +44	+0.5%	+$5.04K	0.7%	41
2023 Q4	$902K	Buy	8,085 +80	+1%	+$8.41K	0.68%	38
2023 Q3	$827K	Buy	8,005 +59	+0.7%	+$6.33K	0.74%	33
2023 Q2	$843K	Buy	7,946 +66	+0.8%	+$6.92K	0.72%	35
2023 Q1	$831K	Buy	7,880 +56	+0.7%	+$6.02K	1.03%	23
2022 Q4	$847K	Buy	7,824 +70	+0.9%	+$7.45K	1.18%	23
2022 Q3	$736K	Buy	7,754 +60	+0.8%	+$6.24K	1.21%	23
2022 Q2	$782K	Buy	7,694 +63	+0.8%	+$6.83K	0.75%	25
2022 Q1	$857K	Buy	7,631 +44	+0.6%	+$4.91K	0.72%	25
2021 Q4	$851K	Buy	+7,587	New	+$825K	0.8%	23

Other funds holding VYM

SLI

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DHK Financial Advisors's VYM Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 8,129 shares — an estimated $984K sold.

DHK Financial Advisors first reported a position in VYM in Q4 2021 and held it in 10 quarters. The position peaked at $984K in Q1 2024. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 8,129 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $984K.
DHK Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $984K in Q1 2024.
1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.