Investment House LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Investment House LLC’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	-123,203	Closed	-$13.3M	–	189
2022 Q4	$13.3M	Buy	123,203 +101,973	+480%	+$10.9M	1.25%	23
2022 Q3	$2.01M	Buy	+21,230	New	+$2.21M	0.19%	81
2015 Q1	–	Sell	-10,748	Closed	-$739K	–	160
2014 Q4	$739K	Sell	10,748 -14,882	-58%	-$1.01M	0.12%	111
2014 Q3	$1.7M	Sell	25,630 -352	-1%	-$23.5K	0.28%	87
2014 Q2	$1.72M	Hold	25,982	–	–	0.3%	85
2014 Q1	$1.64M	Buy	25,982 +4,530	+21%	+$278K	0.29%	87
2013 Q4	$1.34M	Buy	21,452 +12,535	+141%	+$757K	0.24%	89
2013 Q3	$513K	Buy	8,917 +2,045	+30%	+$119K	0.1%	107
2013 Q2	$387K	Buy	+6,872	New	+$389K	0.08%	112

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

Investment House LLC's VYM Position: Q1 2023 in Review

Investment House LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 123,203 shares — an estimated $13.3M sold.

Investment House LLC first reported a position in VYM in Q2 2013 and held it in 9 quarters. The position peaked at $13.3M in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Investment House LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Investment House LLC sold 123,203 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $13.3M.
Investment House LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 9 quarters.
Investment House LLC's Vanguard High Dividend Yield ETF position peaked at $13.3M in Q4 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Investment House LLC's 13F filing for Q1 2023, filed 9 May 2023.