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

Johanson 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 Q4	$15.4M	Buy	137,362 +5,821	+4%	+$633K	4.72%	4
2021 Q3	$13.6M	Buy	131,541 +772	+0.6%	+$81.6K	4.68%	4
2021 Q2	$13.7M	Buy	130,769 +6,874	+6%	+$722K	4.64%	3
2021 Q1	$12.7M	Buy	123,895 +4,759	+4%	+$459K	4.63%	3
2020 Q4	$10.9M	Buy	119,136 +3,893	+3%	+$338K	4.4%	4
2020 Q3	$9.49M	Buy	115,243 +3,707	+3%	+$304K	4.25%	4
2020 Q2	$8.79M	Sell	111,536 -17,795	-14%	-$1.38M	4.39%	4
2020 Q1	$9.15M	Sell	129,331 -12,380,129	-99%	-$1.06B	5.27%	3
2019 Q4	$133M	Buy	12,509,460 +12,379,772	+9,546%	+$1.12B	6.34%	2
2019 Q3	$11.5M	Buy	129,688 +6,414	+5%	+$561K	5.98%	2
2019 Q2	$10.8M	Buy	123,274 +5,079	+4%	+$439K	5.74%	2
2019 Q1	$10.1M	Buy	118,195 +9,698	+9%	+$810K	5.68%	2
2018 Q4	$8.46M	Buy	108,497 +4,325	+4%	+$361K	5.7%	2
2018 Q3	$9.07M	Buy	104,172 +3,493	+3%	+$302K	5.25%	3
2018 Q2	$8.37M	Buy	100,679 +4,263	+4%	+$357K	5.31%	3
2018 Q1	$7.95M	Buy	96,416 +4,322	+5%	+$372K	5.27%	3
2017 Q4	$7.89M	Buy	92,094 +6,460	+8%	+$540K	5.22%	3
2017 Q3	$6.94M	Buy	85,634 +7,178	+9%	+$570K	5.07%	4
2017 Q2	$6.13M	Buy	78,456 +7,185	+10%	+$560K	4.99%	5
2017 Q1	$5.54M	Buy	71,271 +65,362	+1,106%	+$5.04M	4.88%	5
2016 Q4	$450K	Sell	5,909 -39,746	-87%	-$2.92M	18.77%	3
2016 Q3	$3.29M	Buy	45,655 +7,442	+19%	+$541K	3.54%	10
2016 Q2	$2.73M	Buy	38,213 +3,389	+10%	+$237K	3.22%	10
2016 Q1	$2.41M	Buy	34,824 +6,951	+25%	+$455K	2.96%	10
2015 Q4	$1.86M	Buy	+27,873	New	+$1.87M	2.43%	12

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Johanson Financial Advisors's VYM Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.4% in Q4 2021, buying an estimated $633K and bringing the position to 137,362 shares worth $15.4M. The position accounts for 4.72% of the portfolio, ranked #4.

Johanson Financial Advisors first reported a position in VYM in Q4 2015 and has held it in 25 quarters since. The position peaked at $133M in Q4 2019. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Johanson Financial Advisors held 137,362 shares of Vanguard High Dividend Yield ETF worth $15.4M as of Q4 2021.
Johanson Financial Advisors bought 5,821 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $633K.
Vanguard High Dividend Yield ETF made up 4.72% of Johanson Financial Advisors's portfolio in Q4 2021, its #4 holding.
Johanson Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 25 quarters since.
Johanson Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $133M in Q4 2019.
1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.