McCarthy Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-25	Closed	-$3K	–	296
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	258
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	255
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	256
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	309
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	268
2020 Q4	$2K	Buy	+25	New	+$2.17K	﹤0.01%	294

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

RJA

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

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

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

McCarthy Asset Management's VYM Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

McCarthy Asset Management first reported a position in VYM in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 1,326 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 25 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $3K.
McCarthy Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard High Dividend Yield ETF position peaked at $3K in Q1 2022.
1,326 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.