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Leverty Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leverty Financial 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
2022
Q1 		– Sell
-186
Closed -$20K – 126
2021
Q4 		$20K Buy
+186
New +$20.2K 0.02% 77

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leverty Financial Group's VYM Position: Q1 2022 in Review

Leverty Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 186 shares — an estimated $20K sold.

Leverty Financial Group first reported a position in VYM in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Leverty Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 186 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $20K.
  • Leverty Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Vanguard High Dividend Yield ETF position peaked at $20K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.