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

Evolution Wealth 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
2022 Q3	–	Sell	-2,715	Closed	-$276K	–	123
2022 Q2	$276K	Sell	2,715 -235	-8%	-$25.5K	0.07%	89
2022 Q1	$331K	Hold	2,950	–	–	0.07%	86
2021 Q4	$331K	Sell	2,950 -200	-6%	-$21.8K	0.05%	89
2021 Q3	$326K	Sell	3,150 -175	-5%	-$18.5K	0.07%	77
2021 Q2	$348K	Sell	3,325 -6,080	-65%	-$638K	0.07%	83
2021 Q1	$951K	Sell	9,405 -470	-5%	-$45.3K	0.21%	63
2020 Q4	$904K	Sell	9,875 -180	-2%	-$15.6K	0.2%	62
2020 Q3	$814K	Hold	10,055	–	–	0.22%	53
2020 Q2	$792K	Buy	+10,055	New	+$782K	0.26%	48

Other funds holding VYM

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

SLI

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

Evolution Wealth Advisors's VYM Position: Q3 2022 in Review

Evolution Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 2,715 shares — an estimated $276K sold.

Evolution Wealth Advisors first reported a position in VYM in Q2 2020 and held it in 9 quarters. The position peaked at $951K in Q1 2021. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Evolution Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 2,715 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $276K.
Evolution Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 9 quarters.
Evolution Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $951K in Q1 2021.
1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Evolution Wealth Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.