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

Doliver 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
2021
Q4 		– Sell
-4,718
Closed -$488K – 189
2021
Q3 		$488K Buy
+4,718
New +$499K 0.16% 99
2019
Q2 		– Sell
-2,381
Closed -$204K – 165
2019
Q1 		$204K Buy
+2,381
New +$199K 0.08% 98

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Doliver Advisors's VYM Position: Q4 2021 in Review

Doliver Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 4,718 shares — an estimated $488K sold.

Doliver Advisors first reported a position in VYM in Q1 2019 and held it in 2 quarters. The position peaked at $488K in Q3 2021. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

  • Doliver Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Doliver Advisors sold 4,718 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $488K.
  • Doliver Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 2 quarters.
  • Doliver Advisors's Vanguard High Dividend Yield ETF position peaked at $488K in Q3 2021.
  • 1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Doliver Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.