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Dixon Hughes Goodman Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$266K Sell
2,370
-286
-11% -$31.9K 0.08% 145
2021
Q4 		$298K Buy
+2,656
New +$289K 0.1% 115

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VYM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q1 2022, selling an estimated $31.9K and leaving 2,370 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #145.

Dixon Hughes Goodman Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 2 quarters since. The position peaked at $298K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,370 shares of Vanguard High Dividend Yield ETF worth $266K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 286 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $31.9K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #145 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $298K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.