Echo45 Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Echo45 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
2023 Q2	–	Sell	-1,987	Closed	-$210K	–	54
2023 Q1	$210K	Sell	1,987 -54	-3%	-$5.81K	0.17%	47
2022 Q4	$221K	Buy	+2,041	New	+$217K	0.2%	51

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

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

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

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

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

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

Echo45 Advisors's VYM Position: Q2 2023 in Review

Echo45 Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 1,987 shares — an estimated $210K sold.

Echo45 Advisors first reported a position in VYM in Q4 2022 and held it in 2 quarters. The position peaked at $221K in Q4 2022. 1,457 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Echo45 Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Echo45 Advisors sold 1,987 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $210K.
Echo45 Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 2 quarters.
Echo45 Advisors's Vanguard High Dividend Yield ETF position peaked at $221K in Q4 2022.
1,457 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Echo45 Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.