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

KilterHowling 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 Q4	–	Sell	-1,947	Closed	-$201K	–	53
2023 Q3	$201K	Sell	1,947 -988	-34%	-$106K	0.18%	46
2023 Q2	$311K	Sell	2,935 -511	-15%	-$53.6K	0.27%	33
2023 Q1	$364K	Sell	3,446 -701	-17%	-$75.4K	0.35%	24
2022 Q4	$449K	Sell	4,147 -4	-0.1%	-$426	0.47%	22
2022 Q3	$394K	Sell	4,151 -113	-3%	-$11.8K	0.47%	21
2022 Q2	$434K	Buy	4,264 +92	+2%	+$9.97K	0.49%	22
2022 Q1	$468K	Buy	4,172 +89	+2%	+$9.93K	0.48%	20
2021 Q4	$458K	Buy	+4,083	New	+$444K	0.41%	22

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 22.9% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KilterHowling LLC's VYM Position: Q4 2023 in Review

KilterHowling LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 1,947 shares — an estimated $201K sold.

KilterHowling LLC first reported a position in VYM in Q4 2021 and held it in 8 quarters. The position peaked at $468K in Q1 2022. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

KilterHowling LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
KilterHowling LLC sold 1,947 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $201K.
KilterHowling LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 8 quarters.
KilterHowling LLC's Vanguard High Dividend Yield ETF position peaked at $468K in Q1 2022.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on KilterHowling LLC's 13F filing for Q4 2023, filed 8 Feb 2024.