GoalVest Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GoalVest Advisory’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
2021 Q2	$2K	Buy	+19	New	+$2K	﹤0.01%	232

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GoalVest Advisory's VYM Position: Q2 2021 in Review

GoalVest Advisory opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2021: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

GoalVest Advisory held 19 shares of Vanguard High Dividend Yield ETF worth $2K as of Q2 2021.
Vanguard High Dividend Yield ETF was a new GoalVest Advisory position in Q2 2021.
Vanguard High Dividend Yield ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2021, its #232 holding.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.