Kowal Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kowal Investment Group’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 Q2	–	Sell	-3,840	Closed	-$405K	–	170
2023 Q1	$405K	Sell	3,840 -858	-18%	-$92.3K	0.11%	89
2022 Q4	$508K	Sell	4,698 -414	-8%	-$44.1K	0.15%	79
2022 Q3	$485K	Buy	5,112 +2,542	+99%	+$264K	0.16%	73
2022 Q2	$261K	Buy	2,570 +67	+3%	+$7.26K	0.09%	116
2022 Q1	$281K	Buy	2,503 +308	+14%	+$34.4K	0.09%	98
2021 Q4	$246K	Buy	2,195 +195	+10%	+$21.2K	0.07%	95
2021 Q3	$207K	Sell	2,000 -341	-15%	-$36K	0.07%	95
2021 Q2	$245K	Buy	+2,341	New	+$246K	0.09%	84
2021 Q1	–	Sell	-2,604	Closed	-$247K	–	99
2020 Q4	$247K	Buy	+2,604	New	+$226K	0.11%	75

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Kowal Investment Group's VYM Position: Q2 2023 in Review

Kowal Investment Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 3,840 shares — an estimated $405K sold.

Kowal Investment Group first reported a position in VYM in Q4 2020 and held it in 9 quarters. The position peaked at $508K in Q4 2022. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Kowal Investment Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Kowal Investment Group sold 3,840 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $405K.
Kowal Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 9 quarters.
Kowal Investment Group's Vanguard High Dividend Yield ETF position peaked at $508K in Q4 2022.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.