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

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

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

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

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

Creative Planning

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

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

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