Indie Asset Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Indie Asset Partners’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 Q1	–	Sell	-4,435	Closed	-$480K	–	92
2022 Q4	$480K	Buy	+4,435	New	+$472K	0.53%	38
2020 Q4	–	Sell	-2,970	Closed	-$240K	–	117
2020 Q3	$240K	Buy	2,970 +100	+3%	+$8.19K	0.3%	78
2020 Q2	$241K	Buy	+2,870	New	+$223K	0.3%	76

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

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

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

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

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Indie Asset Partners's VYM Position: Q1 2023 in Review

Indie Asset Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 4,435 shares — an estimated $480K sold.

Indie Asset Partners first reported a position in VYM in Q2 2020 and held it in 3 quarters. The position peaked at $480K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Indie Asset Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Indie Asset Partners sold 4,435 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $480K.
Indie Asset Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 3 quarters.
Indie Asset Partners's Vanguard High Dividend Yield ETF position peaked at $480K in Q4 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Indie Asset Partners's 13F filing for Q1 2023, filed 11 May 2023.