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

HF Advisory Group’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
2024
Q4 		– Sell
-1,663
Closed -$213K – 165
2024
Q3 		$213K Sell
1,663
-408
-20% -$50.4K 0.1% 160
2024
Q2 		$246K Sell
2,071
-729
-26% -$86.4K 0.13% 150
2024
Q1 		$339K Sell
2,800
-68
-2% -$7.79K 0.19% 133
2023
Q4 		$320K Sell
2,868
-253
-8% -$26.6K 0.2% 129
2023
Q3 		$322K Buy
3,121
+61
+2% +$6.54K 0.24% 120
2023
Q2 		$325K Buy
3,060
+360
+13% +$37.8K 0.26% 111
2023
Q1 		$285K Buy
2,700
+164
+6% +$17.6K 0.25% 114
2022
Q4 		$274K Buy
+2,536
New +$270K 0.28% 110

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HF Advisory Group's VYM Position: Q4 2024 in Review

HF Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 1,663 shares — an estimated $213K sold.

HF Advisory Group first reported a position in VYM in Q4 2022 and held it in 8 quarters. The position peaked at $339K in Q1 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • HF Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • HF Advisory Group sold 1,663 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $213K.
  • HF Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 8 quarters.
  • HF Advisory Group's Vanguard High Dividend Yield ETF position peaked at $339K in Q1 2024.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on HF Advisory Group's 13F filing for Q4 2024, filed 15 Jan 2025.