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

Hoover 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
2021 Q2	$110K	Hold	1,050	–	–	0.02%	194
2021 Q1	$112K	Sell	1,050 -98	-9%	-$9.45K	0.02%	179
2020 Q4	$110K	Buy	+1,148	New	+$99.7K	0.03%	162
2020 Q3	–	Sell	-2,421	Closed	-$191K	–	475
2020 Q2	$191K	Buy	+2,421	New	+$188K	0.07%	93
2020 Q1	–	Sell	-6,932	Closed	-$650K	–	96
2019 Q4	$650K	Buy	6,932 +4,230	+157%	+$384K	0.32%	40
2019 Q3	$240K	Sell	2,702 -580	-18%	-$50.8K	0.21%	48
2019 Q2	$287K	Buy	3,282 +11	+0.3%	+$951	0.26%	45
2019 Q1	$280K	Sell	3,271 -1,782	-35%	-$149K	0.27%	46
2018 Q4	$394K	Buy	+5,053	New	+$421K	0.43%	36

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

Hoover Financial Advisors's VYM Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2021 at 1,050 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #194.

Hoover Financial Advisors first reported a position in VYM in Q4 2018 and has held it in 9 quarters since. The position peaked at $650K in Q4 2019. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Hoover Financial Advisors held 1,050 shares of Vanguard High Dividend Yield ETF worth $110K as of Q2 2021.
Hoover Financial Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2021.
Vanguard High Dividend Yield ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #194 holding.
Hoover Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 9 quarters since.
Hoover Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $650K in Q4 2019.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.