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

Financial Avengers’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
2024 Q1	–	Sell	-307	Closed	-$34.2K	–	180
2023 Q4	$34.2K	Buy	307 +3	+1%	+$315	0.02%	68
2023 Q3	$31.4K	Sell	304 -48	-14%	-$5.15K	0.02%	71
2023 Q2	$37.3K	Buy	352 +3	+0.9%	+$315	0.02%	64
2023 Q1	$36.8K	Hold	349	–	–	0.03%	64
2022 Q4	$37.8K	Hold	349	–	–	0.03%	59
2022 Q3	$33K	Hold	349	–	–	0.03%	61
2022 Q2	$35K	Hold	349	–	–	0.03%	63
2022 Q1	$39K	Sell	349 -65	-16%	-$7.25K	0.02%	70
2021 Q4	$46K	Hold	414	–	–	0.03%	68
2021 Q3	$43K	Hold	414	–	–	0.03%	65
2021 Q2	$43K	Hold	414	–	–	0.03%	66
2021 Q1	$42K	Buy	+414	New	+$39.9K	0.03%	64

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 22.96% 1-Year Est. Return

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

RJFSA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Financial Avengers's VYM Position: Q1 2024 in Review

Financial Avengers sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 307 shares — an estimated $34.2K sold.

Financial Avengers first reported a position in VYM in Q1 2021 and held it in 12 quarters. The position peaked at $46K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Financial Avengers reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Financial Avengers sold 307 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $34.2K.
Financial Avengers first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 12 quarters.
Financial Avengers's Vanguard High Dividend Yield ETF position peaked at $46K in Q4 2021.
1,607 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Financial Avengers's 13F filing for Q1 2024, filed 13 May 2024.