Ignite Planners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ignite Planners’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
2023 Q3	–	Sell	-3,899	Closed	-$409K	–	343
2023 Q2	$409K	Buy	3,899 +30	+0.8%	+$3.15K	0.16%	140
2023 Q1	$411K	Buy	3,869 +25	+0.7%	+$2.69K	0.17%	150
2022 Q4	$424K	Buy	3,844 +239	+7%	+$25.4K	0.18%	153
2022 Q3	$352K	Sell	3,605 -113	-3%	-$11.8K	0.28%	111
2022 Q2	$382K	Buy	3,718 +199	+6%	+$21.6K	0.31%	100
2022 Q1	$389K	Buy	3,519 +382	+12%	+$42.6K	0.26%	109
2021 Q4	$355K	Buy	+3,137	New	+$341K	0.23%	119

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $495B AUM 43.24% 1-Year Est. Return

RJA

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

Ignite Planners's VYM Position: Q3 2023 in Review

Ignite Planners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 3,899 shares — an estimated $409K sold.

Ignite Planners first reported a position in VYM in Q4 2021 and held it in 7 quarters. The position peaked at $424K in Q4 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Ignite Planners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Ignite Planners sold 3,899 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $409K.
Ignite Planners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 7 quarters.
Ignite Planners's Vanguard High Dividend Yield ETF position peaked at $424K in Q4 2022.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Ignite Planners's 13F filing for Q3 2023, filed 11 Oct 2023.