KLR Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

KLR Investment 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 Q1	$795K	Sell	6,800 -1,048	-13%	-$120K	0.57%	41
2023 Q4	$876K	Buy	7,848 +433	+6%	+$45.5K	0.63%	36
2023 Q3	$782K	Sell	7,415 -95	-1%	-$10.2K	0.71%	35
2023 Q2	$797K	Sell	7,510 -292	-4%	-$30.6K	0.66%	33
2023 Q1	$823K	Buy	7,802 +194	+3%	+$20.9K	0.72%	34
2022 Q4	$823K	Buy	+7,608	New	+$810K	0.68%	32

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KLR Investment Advisors's VYM Position: Q1 2024 in Review

KLR Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q1 2024, selling an estimated $120K and leaving 6,800 shares worth $795K. The position accounts for 0.57% of the portfolio, ranked #41.

KLR Investment Advisors first reported a position in VYM in Q4 2022 and has held it in 6 quarters since. The position peaked at $876K in Q4 2023. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

KLR Investment Advisors held 6,800 shares of Vanguard High Dividend Yield ETF worth $795K as of Q1 2024.
KLR Investment Advisors sold 1,048 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $120K.
Vanguard High Dividend Yield ETF made up 0.57% of KLR Investment Advisors's portfolio in Q1 2024, its #41 holding.
KLR Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $876K in Q4 2023.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.