HC Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HC 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 Q2	$553K	Buy	5,436 +1	+0%	+$108	0.37%	65
2022 Q1	$610K	Sell	5,435 -390	-7%	-$43.5K	0.36%	62
2021 Q4	$653K	Hold	5,825	–	–	0.36%	63
2021 Q3	$602K	Sell	5,825 -237	-4%	-$25.1K	0.36%	62
2021 Q2	$635K	Buy	6,062 +36	+0.6%	+$3.78K	0.37%	61
2021 Q1	$609K	Hold	6,026	–	–	0.37%	59
2020 Q4	$551K	Sell	6,026 -3,500	-37%	-$304K	0.35%	60
2020 Q3	$771K	Buy	9,526 +9,519	+135,986%	+$780K	0.55%	54
2020 Q2	$1K	Buy	7 +4	+133%	+$311	﹤0.01%	339
2020 Q1	$0	Buy	+3	New	+$258	﹤0.01%	407

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

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

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

HC Financial Advisors's VYM Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.02% in Q2 2022, buying an estimated $108 and bringing the position to 5,436 shares worth $553K. The position accounts for 0.37% of the portfolio, ranked #65.

HC Financial Advisors first reported a position in VYM in Q1 2020 and has held it in 10 quarters since. The position peaked at $771K in Q3 2020. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

HC Financial Advisors held 5,436 shares of Vanguard High Dividend Yield ETF worth $553K as of Q2 2022.
HC Financial Advisors bought 1 Vanguard High Dividend Yield ETF share in Q2 2022, an estimated $108.
Vanguard High Dividend Yield ETF made up 0.37% of HC Financial Advisors's portfolio in Q2 2022, its #65 holding.
HC Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $771K in Q3 2020.
1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.