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

Eudaimonia 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
2024 Q1	$722K	Sell	5,965 -58	-1%	-$6.64K	0.38%	76
2023 Q4	$672K	Sell	6,023 -64	-1%	-$6.72K	0.43%	71
2023 Q3	$629K	Sell	6,087 -63	-1%	-$6.76K	0.44%	69
2023 Q2	$652K	Buy	6,150 +50	+0.8%	+$5.24K	0.44%	68
2023 Q1	$644K	Sell	6,100 -389	-6%	-$41.8K	0.43%	70
2022 Q4	$702K	Sell	6,489 -14	-0.2%	-$1.49K	0.47%	56
2022 Q3	$617K	Hold	6,503	–	–	0.43%	64
2022 Q2	$661K	Sell	6,503 -125	-2%	-$13.5K	0.45%	61
2022 Q1	$744K	Buy	6,628 +65	+1%	+$7.25K	0.43%	67
2021 Q4	$736K	Buy	+6,563	New	+$714K	0.43%	63

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eudaimonia Advisors's VYM Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.96% in Q1 2024, selling an estimated $6.64K and leaving 5,965 shares worth $722K. The position accounts for 0.38% of the portfolio, ranked #76.

Eudaimonia Advisors first reported a position in VYM in Q4 2021 and has held it in 10 quarters since. The position peaked at $744K in Q1 2022. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Eudaimonia Advisors held 5,965 shares of Vanguard High Dividend Yield ETF worth $722K as of Q1 2024.
Eudaimonia Advisors sold 58 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $6.64K.
Vanguard High Dividend Yield ETF made up 0.38% of Eudaimonia Advisors's portfolio in Q1 2024, its #76 holding.
Eudaimonia Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Vanguard High Dividend Yield ETF position peaked at $744K in Q1 2022.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.