Marshall Financial Group (Maryland)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall Financial Group (Maryland)’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 Q1	–	Sell	-2,777	Closed	-$300K	–	195
2022 Q4	$300K	Sell	2,777 -3	-0.1%	-$319	0.12%	140
2022 Q3	$264K	Sell	2,780 -91	-3%	-$9.46K	0.11%	158
2022 Q2	$292K	Sell	2,871 -52	-2%	-$5.63K	0.12%	153
2022 Q1	$328K	Sell	2,923 -101	-3%	-$11.3K	0.13%	162
2021 Q4	$339K	Sell	3,024 -27	-0.9%	-$2.94K	0.12%	168
2021 Q3	$315K	Sell	3,051 -79	-3%	-$8.35K	0.16%	149
2021 Q2	$328K	Sell	3,130 -55	-2%	-$5.78K	0.18%	141
2021 Q1	$322K	Sell	3,185 -114	-3%	-$11K	0.19%	113
2020 Q4	$302K	Buy	+3,299	New	+$287K	0.2%	107

Other funds holding VYM

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

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

RJFSA

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

Marshall Financial Group (Maryland)'s VYM Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 2,777 shares — an estimated $300K sold.

Marshall Financial Group (Maryland) first reported a position in VYM in Q4 2020 and held it in 9 quarters. The position peaked at $339K in Q4 2021. 1,436 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Marshall Financial Group (Maryland) reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,777 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $300K.
Marshall Financial Group (Maryland) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 9 quarters.
Marshall Financial Group (Maryland)'s Vanguard High Dividend Yield ETF position peaked at $339K in Q4 2021.
1,436 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.