D'Orazio & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

D'Orazio & Associates’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	-130	Closed	-$13K	–	700
2021 Q3	$13K	Hold	130	–	–	﹤0.01%	494
2021 Q2	$14K	Hold	130	–	–	﹤0.01%	287
2021 Q1	$13K	Hold	130	–	–	﹤0.01%	273
2020 Q4	$12K	Hold	130	–	–	﹤0.01%	264
2020 Q3	$11K	Hold	130	–	–	﹤0.01%	223
2020 Q2	$10K	Hold	130	–	–	﹤0.01%	240
2020 Q1	$9K	Hold	130	–	–	﹤0.01%	234
2019 Q4	$12K	Hold	130	–	–	﹤0.01%	241
2019 Q3	$12K	Hold	130	–	–	﹤0.01%	240
2019 Q2	$11K	Hold	130	–	–	﹤0.01%	240
2019 Q1	$11K	Hold	130	–	–	﹤0.01%	239
2018 Q4	$10K	Hold	130	–	–	﹤0.01%	225
2018 Q3	$11K	Hold	130	–	–	﹤0.01%	212
2018 Q2	$11K	Hold	130	–	–	﹤0.01%	203
2018 Q1	$11K	Hold	130	–	–	﹤0.01%	204
2017 Q4	$11K	Buy	+130	New	+$10.9K	﹤0.01%	219
2017 Q3	–	Sell	-130	Closed	-$10K	–	337
2017 Q2	$10K	Buy	+130	New	+$10.1K	﹤0.01%	234

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

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

RJA

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

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

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D'Orazio & Associates's VYM Position: Q4 2021 in Review

D'Orazio & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 130 shares — an estimated $13K sold.

D'Orazio & Associates first reported a position in VYM in Q2 2017 and held it in 17 quarters. The position peaked at $14K in Q2 2021. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

D'Orazio & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 130 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $13K.
D'Orazio & Associates first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 17 quarters.
D'Orazio & Associates's Vanguard High Dividend Yield ETF position peaked at $14K in Q2 2021.
1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.