Life Planning Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Life Planning Partners’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
2024 Q1	–	Sell	-29	Closed	-$3.24K	–	252
2023 Q4	$3.24K	Buy	+29	New	+$3.05K	﹤0.01%	196
2022 Q3	$2.75K	Hold	29	–	–	﹤0.01%	160
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	161
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	165
2021 Q4	$3K	Buy	+29	New	+$3.15K	﹤0.01%	152

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

RJFSA

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

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Life Planning Partners's VYM Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 29 shares — an estimated $3.24K sold.

Life Planning Partners first reported a position in VYM in Q4 2021 and held it in 5 quarters. The position peaked at $3.24K in Q4 2023. 1,608 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Life Planning Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 29 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $3.24K.
Life Planning Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Vanguard High Dividend Yield ETF position peaked at $3.24K in Q4 2023.
1,608 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.