Meridian Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meridian Wealth Advisors’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	-2,223	Closed	-$230K	–	182
2023 Q3	$230K	Buy	+2,223	New	+$239K	0.06%	162
2022 Q2	–	Sell	-2,386	Closed	-$268K	–	219
2022 Q1	$268K	Hold	2,386	–	–	0.06%	182
2021 Q4	$267K	Hold	2,386	–	–	0.06%	171
2021 Q3	$247K	Hold	2,386	–	–	0.07%	171
2021 Q2	$250K	Buy	+2,386	New	+$251K	0.07%	173
2019 Q3	–	Sell	-3,138	Closed	-$274K	–	163
2019 Q2	$274K	Hold	3,138	–	–	0.19%	101
2019 Q1	$269K	Sell	3,138 -1,957	-38%	-$163K	0.2%	99
2018 Q4	$397K	Buy	+5,095	New	+$425K	0.3%	71

Other funds holding VYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Advisors's VYM Position: Q4 2023 in Review

Meridian Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 2,223 shares — an estimated $230K sold.

Meridian Wealth Advisors first reported a position in VYM in Q4 2018 and held it in 8 quarters. The position peaked at $397K in Q4 2018. 1,570 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Meridian Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 2,223 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $230K.
Meridian Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 8 quarters.
Meridian Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $397K in Q4 2018.
1,570 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Meridian Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.