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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 $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return