FSC Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FSC Wealth 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
2023 Q1	–	Sell	-1	Closed	-$72	–	184
2022 Q4	$72	Sell	1 -18	-95%	-$1.92K	﹤0.01%	151
2022 Q3	$2K	Hold	19	–	–	0.02%	186
2022 Q2	$2K	Hold	19	–	–	0.02%	186
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	157
2021 Q4	$2K	Buy	+19	New	+$2.07K	﹤0.01%	161

Other funds holding VYM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

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

RJFSA

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

FSC Wealth Advisors's VYM Position: Q1 2023 in Review

FSC Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 1 share — an estimated $72 sold.

FSC Wealth Advisors first reported a position in VYM in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 1,436 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

FSC Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
FSC Wealth Advisors sold 1 Vanguard High Dividend Yield ETF share in Q1 2023, an estimated $72.
FSC Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 5 quarters.
FSC Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2K in Q3 2022.
1,436 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on FSC Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.