Dopkins Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Dopkins Wealth Management’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
2023 Q1	–	Sell	-7,900	Closed	-$855K	–	46
2022 Q4	$855K	Hold	7,900	–	–	0.75%	21
2022 Q3	$750K	Hold	7,900	–	–	0.84%	17
2022 Q2	$803K	Hold	7,900	–	–	0.87%	15
2022 Q1	$887K	Sell	7,900 -245	-3%	-$27.3K	0.96%	13
2021 Q4	$913K	Buy	+8,145	New	+$886K	0.9%	13

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

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

RJFSA

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

Dopkins Wealth Management's VYM Position: Q1 2023 in Review

Dopkins Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 7,900 shares — an estimated $855K sold.

Dopkins Wealth Management first reported a position in VYM in Q4 2021 and held it in 5 quarters. The position peaked at $913K in Q4 2021. 1,435 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Dopkins Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Dopkins Wealth Management sold 7,900 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $855K.
Dopkins Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 5 quarters.
Dopkins Wealth Management's Vanguard High Dividend Yield ETF position peaked at $913K in Q4 2021.
1,435 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Dopkins Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.