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

JNBA 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
2024 Q4	–	Sell	-38	Closed	-$4.87K	–	670
2024 Q3	$4.87K	Buy	+38	New	+$4.69K	﹤0.01%	553
2024 Q1	–	Sell	-300	Closed	-$33.5K	–	731
2023 Q4	$33.5K	Buy	+300	New	+$31.5K	﹤0.01%	330
2023 Q2	–	Sell	-6	Closed	-$633	–	754
2023 Q1	$633	Hold	6	–	–	﹤0.01%	696
2022 Q4	$649	Hold	6	–	–	﹤0.01%	631
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	669
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	702
2022 Q1	$1K	Sell	6 -23	-79%	-$2.56K	﹤0.01%	696
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	717
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	656
2021 Q2	$3K	Buy	29 +23	+383%	+$2.42K	﹤0.01%	607
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	640
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	599
2020 Q3	$0	Hold	6	–	–	﹤0.01%	595
2020 Q2	$0	Sell	6 -378	-98%	-$29.4K	﹤0.01%	587
2020 Q1	$27K	Hold	384	–	–	0.01%	282
2019 Q4	$36K	Buy	384 +378	+6,300%	+$34.3K	0.01%	283
2019 Q3	$1K	Buy	+6	New	+$525	﹤0.01%	575
2018 Q4	–	Sell	-190	Closed	-$17K	–	729
2018 Q3	$17K	Buy	+190	New	+$16.4K	0.01%	330
2016 Q4	–	Sell	-898	Closed	-$65K	–	1337
2016 Q3	$65K	Buy	+898	New	+$65.2K	0.01%	474

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JNBA Financial Advisors's VYM Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 38 shares — an estimated $4.87K sold.

JNBA Financial Advisors first reported a position in VYM in Q3 2016 and held it in 19 quarters. The position peaked at $65K in Q3 2016. 1,803 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

JNBA Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
JNBA Financial Advisors sold 38 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $4.87K.
JNBA Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 19 quarters.
JNBA Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $65K in Q3 2016.
1,803 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.