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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America

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

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

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

Creative Planning

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

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

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

Envestnet Asset Management

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