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

Fullen Financial Group’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	$256K	Buy	2,397 +17	+0.7%	+$1.83K	0.14%	53
2022 Q4	$264K	Buy	2,380 +22	+0.9%	+$2.34K	0.15%	51
2022 Q3	$251K	Buy	2,358 +17	+0.7%	+$1.77K	0.16%	54
2022 Q2	$238K	Buy	2,341 +20	+0.9%	+$2.17K	0.15%	55
2022 Q1	$261K	Buy	2,321 +13	+0.6%	+$1.45K	0.15%	54
2021 Q4	$259K	Buy	2,308 +20	+0.9%	+$2.18K	0.14%	54
2021 Q3	$242K	Buy	2,288 +16	+0.7%	+$1.69K	0.14%	55
2021 Q2	$238K	Buy	2,272 +16	+0.7%	+$1.68K	0.14%	56
2021 Q1	$228K	Buy	2,256 +15	+0.7%	+$1.45K	0.15%	55
2020 Q4	$205K	Buy	+2,241	New	+$195K	0.14%	56

Other funds holding VYM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Fullen Financial Group's VYM Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.71% in Q1 2023, buying an estimated $1.83K and bringing the position to 2,397 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #53.

Fullen Financial Group first reported a position in VYM in Q4 2020 and has held it in 10 quarters since. The position peaked at $264K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Fullen Financial Group held 2,397 shares of Vanguard High Dividend Yield ETF worth $256K as of Q1 2023.
Fullen Financial Group bought 17 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $1.83K.
Vanguard High Dividend Yield ETF made up 0.14% of Fullen Financial Group's portfolio in Q1 2023, its #53 holding.
Fullen Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 10 quarters since.
Fullen Financial Group's Vanguard High Dividend Yield ETF position peaked at $264K in Q4 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.