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

Level 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
2022 Q4	–	Sell	-451	Closed	-$43K	–	305
2022 Q3	$43K	Hold	451	–	–	0.03%	101
2022 Q2	$46K	Hold	451	–	–	0.03%	106
2022 Q1	$51K	Sell	451 -142	-24%	-$15.8K	0.04%	86
2021 Q4	$66K	Buy	+593	New	+$64.5K	0.05%	79

Other funds holding VYM

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Level Financial Advisors's VYM Position: Q4 2022 in Review

Level Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 451 shares — an estimated $43K sold.

Level Financial Advisors first reported a position in VYM in Q4 2021 and held it in 4 quarters. The position peaked at $66K in Q4 2021. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Level Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 451 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $43K.
Level Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $66K in Q4 2021.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.