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

Game Plan Financial 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
2022 Q4	$649K	Hold	6,000	–	–	0.53%	52
2022 Q3	$569K	Hold	6,000	–	–	0.48%	49
2022 Q2	$607K	Hold	6,000	–	–	0.49%	53
2022 Q1	$674K	Hold	6,000	–	–	0.4%	55
2021 Q4	$673K	Hold	6,000	–	–	0.36%	59
2021 Q3	$620K	Hold	6,000	–	–	0.37%	63
2021 Q2	$629K	Sell	6,000 -1,000	-14%	-$105K	0.37%	63
2021 Q1	$709K	Sell	7,000 -2,000	-22%	-$193K	0.46%	57
2020 Q4	$822K	Hold	9,000	–	–	0.58%	50
2020 Q3	$728K	Buy	+9,000	New	+$737K	0.73%	45
2020 Q2	–	Sell	-5,000	Closed	-$354K	–	91
2020 Q1	$354K	Hold	5,000	–	–	0.42%	49
2019 Q4	$469K	Buy	+5,000	New	+$453K	0.44%	55

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Game Plan Financial Advisors's VYM Position: Q4 2022 in Review

Game Plan Financial Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2022 at 6,000 shares worth $649K. The position accounts for 0.53% of the portfolio, ranked #52.

Game Plan Financial Advisors first reported a position in VYM in Q4 2019 and has held it in 12 quarters since. The position peaked at $822K in Q4 2020. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Game Plan Financial Advisors held 6,000 shares of Vanguard High Dividend Yield ETF worth $649K as of Q4 2022.
Game Plan Financial Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2022.
Vanguard High Dividend Yield ETF made up 0.53% of Game Plan Financial Advisors's portfolio in Q4 2022, its #52 holding.
Game Plan Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 12 quarters since.
Game Plan Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $822K in Q4 2020.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Game Plan Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.