Madden Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Madden Advisory Services’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 Q4	–	Sell	-1,995	Closed	-$206K	–	92
2023 Q3	$206K	Buy	+1,995	New	+$214K	0.13%	80
2019 Q2	–	Sell	-5,166	Closed	-$442K	–	90
2019 Q1	$442K	Hold	5,166	–	–	0.24%	70
2018 Q4	$402K	Hold	5,166	–	–	0.24%	69
2018 Q3	$449K	Hold	5,166	–	–	0.27%	64
2018 Q2	$429K	Hold	5,166	–	–	0.27%	64
2018 Q1	$426K	Hold	5,166	–	–	0.26%	69
2017 Q4	$442K	Hold	5,166	–	–	0.27%	70
2017 Q3	$418K	Hold	5,166	–	–	0.26%	72
2017 Q2	$403K	Hold	5,166	–	–	0.27%	72
2017 Q1	$401K	Hold	5,166	–	–	0.26%	69
2016 Q4	$391K	Hold	5,166	–	–	0.27%	68
2016 Q3	$372K	Hold	5,166	–	–	0.23%	75
2016 Q2	$369K	Hold	5,166	–	–	0.23%	75
2016 Q1	$356K	Hold	5,166	–	–	0.23%	72
2015 Q4	$344K	Sell	5,166 -156	-3%	-$10.5K	0.23%	74
2015 Q3	$333K	Hold	5,322	–	–	0.22%	81
2015 Q2	$358K	Buy	5,322 +156	+3%	+$10.8K	0.21%	82
2015 Q1	$353K	Hold	5,166	–	–	0.21%	84
2014 Q4	$355K	Hold	5,166	–	–	0.2%	83
2014 Q3	$343K	Hold	5,166	–	–	0.18%	88
2014 Q2	$343K	Hold	5,166	–	–	0.17%	86
2014 Q1	$326K	Hold	5,166	–	–	0.18%	82
2013 Q4	$322K	Hold	5,166	–	–	0.24%	67
2013 Q3	$297K	Hold	5,166	–	–	0.26%	61
2013 Q2	$291K	Buy	+5,166	New	+$292K	0.24%	60

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 22.96% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Madden Advisory Services's VYM Position: Q4 2023 in Review

Madden Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 1,995 shares — an estimated $206K sold.

Madden Advisory Services first reported a position in VYM in Q2 2013 and held it in 25 quarters. The position peaked at $449K in Q3 2018. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Madden Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Madden Advisory Services sold 1,995 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $206K.
Madden Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 25 quarters.
Madden Advisory Services's Vanguard High Dividend Yield ETF position peaked at $449K in Q3 2018.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Madden Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.