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

Fairfield Financial 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
2025 Q1	–	Sell	-1,321	Closed	-$169K	–	201
2024 Q4	$169K	Sell	1,321 -405	-23%	-$52.8K	0.06%	69
2024 Q3	$221K	Buy	1,726 +8	+0.5%	+$988	0.08%	65
2024 Q2	$204K	Buy	+1,718	New	+$204K	0.06%	66
2023 Q4	$200K	Sell	1,793 -550	-23%	-$57.8K	0.08%	71
2023 Q3	$242K	Sell	2,343 -4,955	-68%	-$532K	0.1%	58
2023 Q2	$774K	Buy	7,298 +55	+0.8%	+$5.77K	0.31%	41
2023 Q1	$756K	Buy	7,243 +211	+3%	+$22.7K	0.33%	39
2022 Q4	$761K	Buy	7,032 +5,108	+265%	+$544K	0.35%	35
2022 Q3	$183K	Buy	1,924 +1,806	+1,531%	+$188K	0.09%	63
2022 Q2	$12K	Buy	118 +1	+0.9%	+$108	0.01%	188
2022 Q1	$13.1K	Buy	+117	New	+$13K	﹤0.01%	204

Other funds holding VYM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fairfield Financial Advisors's VYM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 1,321 shares — an estimated $169K sold.

Fairfield Financial Advisors first reported a position in VYM in Q1 2022 and held it in 11 quarters. The position peaked at $774K in Q2 2023. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Fairfield Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 1,321 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $169K.
Fairfield Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $774K in Q2 2023.
1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.