Liberty Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Liberty Wealth Management’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 Q3	–	Sell	-1,983	Closed	-$210K	–	196
2023 Q2	$210K	Sell	1,983 -6,772	-77%	-$710K	0.05%	179
2023 Q1	$904K	Buy	+8,755	New	+$942K	0.19%	78
2021 Q4	–	Sell	-1,064	Closed	-$110K	–	1093
2021 Q3	$110K	Sell	1,064 -7	-0.7%	-$740	0.04%	274
2021 Q2	$112K	Sell	1,071 -25	-2%	-$2.63K	0.04%	204
2021 Q1	$100K	Hold	1,096	–	–	0.05%	181
2020 Q4	$100K	Sell	1,096 -144	-12%	-$12.5K	0.05%	179
2020 Q3	$100K	Sell	1,240 -148	-11%	-$12.1K	0.06%	159
2020 Q2	$109K	Buy	1,388 +47	+4%	+$3.65K	0.08%	139
2020 Q1	$95K	Sell	1,341 -700	-34%	-$60.1K	0.08%	146
2019 Q4	$191K	Buy	2,041 +12	+0.6%	+$1.09K	0.15%	105
2019 Q3	$180K	Buy	2,029 +411	+25%	+$36K	0.17%	101
2019 Q2	$141K	Buy	1,618 +83	+5%	+$7.18K	0.12%	134
2019 Q1	$131K	Buy	1,535 +124	+9%	+$10.4K	0.1%	115
2018 Q4	$110K	Buy	+1,411	New	+$118K	0.08%	122

Other funds holding VYM

SLI

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Liberty Wealth Management's VYM Position: Q3 2023 in Review

Liberty Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 1,983 shares — an estimated $210K sold.

Liberty Wealth Management first reported a position in VYM in Q4 2018 and held it in 14 quarters. The position peaked at $904K in Q1 2023. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Liberty Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Liberty Wealth Management sold 1,983 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $210K.
Liberty Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's Vanguard High Dividend Yield ETF position peaked at $904K in Q1 2023.
1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.