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

FourThought Financial’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
2022 Q3	$604K	Sell	6,365 -226	-3%	-$23.5K	0.09%	147
2022 Q2	$670K	Buy	6,591 +406	+7%	+$44K	0.1%	147
2022 Q1	$694K	Buy	6,185 +5,955	+2,589%	+$664K	0.09%	155
2021 Q4	$26K	Hold	230	–	–	﹤0.01%	865
2021 Q3	$23K	Hold	230	–	–	﹤0.01%	921
2021 Q2	$24K	Hold	230	–	–	﹤0.01%	909
2021 Q1	$23K	Hold	230	–	–	﹤0.01%	874
2020 Q4	$21K	Buy	+230	New	+$20K	﹤0.01%	867

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FourThought Financial's VYM Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q3 2022, selling an estimated $23.5K and leaving 6,365 shares worth $604K. The position accounts for 0.09% of the portfolio, ranked #147.

FourThought Financial first reported a position in VYM in Q4 2020 and has held it in 8 quarters since. The position peaked at $694K in Q1 2022. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

FourThought Financial held 6,365 shares of Vanguard High Dividend Yield ETF worth $604K as of Q3 2022.
FourThought Financial sold 226 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $23.5K.
Vanguard High Dividend Yield ETF made up 0.09% of FourThought Financial's portfolio in Q3 2022, its #147 holding.
FourThought Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard High Dividend Yield ETF position peaked at $694K in Q1 2022.
1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.