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

Lionsbridge 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
2022 Q3	–	Sell	-2,026	Closed	-$206K	–	42
2022 Q2	$206K	Hold	2,026	–	–	0.24%	37
2022 Q1	$227K	Hold	2,026	–	–	0.26%	48
2021 Q4	$227K	Hold	2,026	–	–	0.24%	51
2021 Q3	$209K	Buy	+2,026	New	+$214K	0.23%	52
2020 Q1	–	Sell	-466	Closed	-$43K	–	314
2019 Q4	$43K	Buy	+466	New	+$42.3K	0.04%	73

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

Lionsbridge Wealth Management's VYM Position: Q3 2022 in Review

Lionsbridge Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 2,026 shares — an estimated $206K sold.

Lionsbridge Wealth Management first reported a position in VYM in Q4 2019 and held it in 5 quarters. The position peaked at $227K in Q1 2022. 1,323 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Lionsbridge Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 2,026 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $206K.
Lionsbridge Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 5 quarters.
Lionsbridge Wealth Management's Vanguard High Dividend Yield ETF position peaked at $227K in Q1 2022.
1,323 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.