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

Financial Life 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
2024 Q3	–	Sell	-1,982	Closed	-$235K	–	57
2024 Q2	$235K	Sell	1,982 -1,157	-37%	-$137K	0.1%	52
2024 Q1	$380K	Sell	3,139 -2,637	-46%	-$302K	0.16%	41
2023 Q4	$645K	Sell	5,776 -292	-5%	-$30.7K	0.28%	35
2023 Q3	$627K	Sell	6,068 -106	-2%	-$11.4K	0.27%	32
2023 Q2	$655K	Buy	+6,174	New	+$648K	0.27%	37

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Life Advisors's VYM Position: Q3 2024 in Review

Financial Life Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2024, closing a stake of 1,982 shares — an estimated $235K sold.

Financial Life Advisors first reported a position in VYM in Q2 2023 and held it in 5 quarters. The position peaked at $655K in Q2 2023. 1,651 funds tracked by Wall St. Rank hold VYM as of Q3 2024.

Financial Life Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
Financial Life Advisors sold 1,982 Vanguard High Dividend Yield ETF shares in Q3 2024, an estimated $235K.
Financial Life Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 5 quarters.
Financial Life Advisors's Vanguard High Dividend Yield ETF position peaked at $655K in Q2 2023.
1,651 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2024.

Based on Financial Life Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.