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

Hamilton Wealth’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	-2,621	Closed	-$249K	–	111
2022 Q3	$249K	Sell	2,621 -132,481	-98%	-$13.8M	0.11%	72
2022 Q2	$13.7M	Buy	135,102 +3,340	+3%	+$362K	5.38%	5
2022 Q1	$14.8M	Buy	131,762 +12,962	+11%	+$1.45M	6.43%	5
2021 Q4	$13.3M	Buy	118,800 +9,580	+9%	+$1.04M	5.95%	6
2021 Q3	$11.3M	Buy	109,220 +3,820	+4%	+$404K	5.19%	10
2021 Q2	$11M	Buy	105,400 +212	+0.2%	+$22.3K	5.15%	8
2021 Q1	$10.6M	Buy	105,188 +94,364	+872%	+$9.1M	5.16%	6
2020 Q4	$991K	Buy	+10,824	New	+$940K	0.51%	37

Other funds holding VYM

AWA

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

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

SLI

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 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hamilton Wealth's VYM Position: Q4 2022 in Review

Hamilton Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 2,621 shares — an estimated $249K sold.

Hamilton Wealth first reported a position in VYM in Q4 2020 and held it in 8 quarters. The position peaked at $14.8M in Q1 2022. 1,467 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Hamilton Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Hamilton Wealth sold 2,621 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $249K.
Hamilton Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 8 quarters.
Hamilton Wealth's Vanguard High Dividend Yield ETF position peaked at $14.8M in Q1 2022.
1,467 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Hamilton Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.