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

Eudaimonia Partners’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 Q3	–	Sell	-2,592	Closed	-$275K	–	360
2023 Q2	$275K	Sell	2,592 -1,421	-35%	-$149K	0.06%	267
2023 Q1	$423K	Sell	4,013 -143	-3%	-$15.4K	0.1%	202
2022 Q4	$450K	Sell	4,156 -140	-3%	-$14.9K	0.11%	189
2022 Q3	$408K	Buy	4,296 +462	+12%	+$48K	0.11%	187
2022 Q2	$390K	Buy	3,834 +1,766	+85%	+$191K	0.07%	257
2022 Q1	$232K	Buy	+2,068	New	+$231K	0.04%	359
2021 Q2	–	Sell	-1,014	Closed	-$103K	–	1359
2021 Q1	$103K	Buy	1,014 +95	+10%	+$9.16K	0.02%	474
2020 Q4	$84K	Buy	919 +581	+172%	+$50.5K	0.02%	493
2020 Q3	$27K	Hold	338	–	–	0.01%	727
2020 Q2	$27K	Hold	338	–	–	0.01%	657
2020 Q1	$24K	Sell	338 -1,867	-85%	-$160K	0.01%	627
2019 Q4	$207K	Buy	+2,205	New	+$200K	0.08%	229

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

RJA

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

Eudaimonia Partners's VYM Position: Q3 2023 in Review

Eudaimonia Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,592 shares — an estimated $275K sold.

Eudaimonia Partners first reported a position in VYM in Q4 2019 and held it in 12 quarters. The position peaked at $450K in Q4 2022. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Eudaimonia Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Eudaimonia Partners sold 2,592 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $275K.
Eudaimonia Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 12 quarters.
Eudaimonia Partners's Vanguard High Dividend Yield ETF position peaked at $450K in Q4 2022.
1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Eudaimonia Partners's 13F filing for Q3 2023, filed 24 Oct 2023.