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

Freedman Financial Associates’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 Q2	–	Sell	-5,085	Closed	-$572K	–	428
2022 Q1	$572K	Buy	5,085 +338	+7%	+$37.7K	0.39%	35
2021 Q4	$532K	Buy	4,747 +275	+6%	+$29.9K	0.36%	34
2021 Q3	$462K	Buy	4,472 +52	+1%	+$5.5K	0.34%	34
2021 Q2	$463K	Hold	4,420	–	–	0.35%	34
2021 Q1	$447K	Hold	4,420	–	–	0.37%	33
2020 Q4	$404K	Buy	+4,420	New	+$384K	0.36%	34

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

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

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

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

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

RJA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Freedman Financial Associates's VYM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 5,085 shares — an estimated $572K sold.

Freedman Financial Associates first reported a position in VYM in Q4 2020 and held it in 6 quarters. The position peaked at $572K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 5,085 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $572K.
Freedman Financial Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard High Dividend Yield ETF position peaked at $572K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.