Guidance Point Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Guidance Point 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	–	Sell	-2,209	Closed	-$209K	–	86
2022 Q3	$209K	Buy	2,209 +6	+0.3%	+$624	0.1%	76
2022 Q2	$224K	Sell	2,203 -6	-0.3%	-$650	0.1%	78
2022 Q1	$247K	Sell	2,209 -19	-0.9%	-$2.12K	0.09%	81
2021 Q4	$249K	Sell	2,228 -39	-2%	-$4.24K	0.09%	75
2021 Q3	$234K	Buy	2,267 +255	+13%	+$27K	0.09%	81
2021 Q2	$210K	Buy	2,012 +5	+0.2%	+$525	0.08%	86
2021 Q1	$202K	Buy	+2,007	New	+$194K	0.08%	85

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

Guidance Point Advisors's VYM Position: Q4 2022 in Review

Guidance Point Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 2,209 shares — an estimated $209K sold.

Guidance Point Advisors first reported a position in VYM in Q1 2021 and held it in 7 quarters. The position peaked at $249K in Q4 2021. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Guidance Point Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Guidance Point Advisors sold 2,209 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $209K.
Guidance Point Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 7 quarters.
Guidance Point Advisors's Vanguard High Dividend Yield ETF position peaked at $249K in Q4 2021.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.