Evensky & Katz’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Evensky & Katz’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	-153	Closed	-$16K	–	91
2023 Q2	$16K	Buy	+153	New	+$16K	﹤0.01%	83
2021 Q1	–	Sell	-115	Closed	-$11K	–	81
2020 Q4	$11K	Buy	+115	New	+$9.99K	﹤0.01%	70

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $432B AUM 30.22% 1-Year Est. Return

RJA

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

Evensky & Katz's VYM Position: Q3 2023 in Review

Evensky & Katz sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 153 shares — an estimated $16K sold.

Evensky & Katz first reported a position in VYM in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2023. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Evensky & Katz reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Evensky & Katz sold 153 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $16K.
Evensky & Katz first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 2 quarters.
Evensky & Katz's Vanguard High Dividend Yield ETF position peaked at $16K in Q2 2023.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Evensky & Katz's 13F filing for Q3 2023, filed 10 Oct 2023.