Mid Atlantic Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$3.07M	Buy	29,663 +6,558	+28%	+$693K	0.21%	109
2021 Q2	$2.42M	Buy	23,105 +6,028	+35%	+$633K	0.16%	130
2021 Q1	$1.73M	Sell	17,077 -1,556	-8%	-$150K	0.13%	152
2020 Q4	$1.71M	Buy	18,633 +1,197	+7%	+$104K	0.13%	153
2020 Q3	$1.51M	Sell	17,436 -1,384	-7%	-$113K	0.13%	142
2020 Q2	$1.48M	Buy	18,820 +1,359	+8%	+$106K	0.14%	136
2020 Q1	$1.24M	Buy	17,461 +13	+0.1%	+$1.12K	0.14%	132
2019 Q4	$1.64M	Buy	17,448 +395	+2%	+$35.8K	0.15%	131
2019 Q3	$1.51M	Buy	17,053 +1,016	+6%	+$88.9K	0.16%	120
2019 Q2	$1.4M	Buy	16,037 +1,241	+8%	+$107K	0.15%	138
2019 Q1	$1.27M	Sell	14,796 -325	-2%	-$27.1K	0.14%	135
2018 Q4	$1.18M	Buy	+15,121	New	+$1.26M	0.15%	131

Other funds holding VYM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

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

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

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

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

RJFSA

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

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

Mid Atlantic Financial Management's VYM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 28% in Q3 2021, buying an estimated $693K and bringing the position to 29,663 shares worth $3.07M. The position accounts for 0.21% of the portfolio, ranked #109.

Mid Atlantic Financial Management first reported a position in VYM in Q4 2018 and has held it in 12 quarters since. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Mid Atlantic Financial Management held 29,663 shares of Vanguard High Dividend Yield ETF worth $3.07M as of Q3 2021.
Mid Atlantic Financial Management bought 6,558 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $693K.
Vanguard High Dividend Yield ETF made up 0.21% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #109 holding.
Mid Atlantic Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 12 quarters since.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.