Fiduciary Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-498	Closed	-$50K	–	272
2021 Q1	$50K	Buy	498 +210	+73%	+$20.3K	0.08%	75
2020 Q4	$26K	Buy	288 +3	+1%	+$261	0.04%	100
2020 Q3	$23K	Buy	+285	New	+$23.3K	0.04%	85
2020 Q1	–	Sell	-52,023	Closed	-$4.84M	–	76
2019 Q4	$4.84M	Buy	+52,023	New	+$4.72M	4.47%	6

Other funds holding VYM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Planning's VYM Position: Q2 2021 in Review

Fiduciary Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 498 shares — an estimated $50K sold.

Fiduciary Planning first reported a position in VYM in Q4 2019 and held it in 4 quarters. The position peaked at $4.84M in Q4 2019. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Fiduciary Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 498 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $50K.
Fiduciary Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 4 quarters.
Fiduciary Planning's Vanguard High Dividend Yield ETF position peaked at $4.84M in Q4 2019.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.