Lehman & Derafelo Financial Resources’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$213K	Buy	1,972 +456	+30%	+$48.5K	0.06%	104
2022 Q3	$144K	Hold	1,516	–	–	0.05%	100
2022 Q2	$154K	Buy	+1,516	New	+$164K	0.05%	103
2022 Q1	–	Sell	-2,222	Closed	-$249K	–	116
2021 Q4	$249K	Hold	2,222	–	–	0.08%	92
2021 Q3	$230K	Buy	2,222 +344	+18%	+$36.4K	0.07%	92
2021 Q2	$197K	Hold	1,878	–	–	0.05%	123
2021 Q1	$190K	Hold	1,878	–	–	0.05%	123
2020 Q4	$172K	Hold	1,878	–	–	0.05%	123
2020 Q3	$152K	Sell	1,878 -478	-20%	-$39.1K	0.05%	140
2020 Q2	$186K	Sell	2,356 -575	-20%	-$44.7K	0.06%	117
2020 Q1	$207K	Buy	2,931 +356	+14%	+$30.6K	0.09%	86
2019 Q4	$241K	Hold	2,575	–	–	0.09%	88
2019 Q3	$228K	Hold	2,575	–	–	0.09%	89
2019 Q2	$228K	Hold	2,575	–	–	0.09%	90
2019 Q1	$221K	Sell	2,575 -500	-16%	-$41.8K	0.1%	87
2018 Q4	$240K	Buy	+3,075	New	+$256K	0.12%	74

Other funds holding VYM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

SLI

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's VYM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Vanguard High Dividend Yield ETF (VYM) stake by 30% in Q4 2022, buying an estimated $48.5K and bringing the position to 1,972 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #104.

Lehman & Derafelo Financial Resources first reported a position in VYM in Q4 2018 and has held it in 16 quarters since. The position peaked at $249K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,972 shares of Vanguard High Dividend Yield ETF worth $213K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 456 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $48.5K.
Vanguard High Dividend Yield ETF made up 0.06% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #104 holding.
Lehman & Derafelo Financial Resources first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 16 quarters since.
Lehman & Derafelo Financial Resources's Vanguard High Dividend Yield ETF position peaked at $249K in Q4 2021.
1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.