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

Gibson 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
2022 Q4	$2.38M	Buy	22,365 +22,010	+6,200%	+$2.34M	0.05%	57
2022 Q3	$34K	Hold	355	–	–	0.04%	60
2022 Q2	$36K	Hold	355	–	–	0.04%	56
2022 Q1	$40K	Hold	355	–	–	0.04%	57
2021 Q4	$40K	Buy	+355	New	+$38.6K	0.04%	49

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 22.9% 1-Year Est. Return

RJA

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

Gibson Wealth Advisors's VYM Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 6,200% in Q4 2022, buying an estimated $2.34M and bringing the position to 22,365 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #57.

Gibson Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 5 quarters since. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Gibson Wealth Advisors held 22,365 shares of Vanguard High Dividend Yield ETF worth $2.38M as of Q4 2022.
Gibson Wealth Advisors bought 22,010 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $2.34M.
Vanguard High Dividend Yield ETF made up 0.05% of Gibson Wealth Advisors's portfolio in Q4 2022, its #57 holding.
Gibson Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 5 quarters since.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.