MAP
VYM icon

Milestone Advisory Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Milestone Advisory Partners’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
Q3 		$3.18M Buy
30,823
+8,387
+37% +$900K 2.65% 11
2023
Q2 		$2.38M Buy
22,436
+5,371
+31% +$563K 2.15% 18
2023
Q1 		$1.8M Buy
17,065
+1,197
+8% +$129K 1.66% 19
2022
Q4 		$1.72M Buy
15,868
+45
+0.3% +$4.79K 1.28% 19
2022
Q3 		$1.5M Buy
15,823
+6,351
+67% +$660K 1.13% 20
2022
Q2 		$973K Buy
9,472
+136
+1% +$14.7K 0.79% 25
2022
Q1 		$1.05M Buy
9,336
+3,570
+62% +$398K 0.57% 37
2021
Q4 		$646K Buy
5,766
+2,266
+65% +$247K 0.33% 42
2021
Q3 		$362K Hold
3,500
– – 0.21% 54
2021
Q2 		$367K Hold
3,500
– – 0.19% 56
2021
Q1 		$354K Hold
3,500
– – 0.19% 44
2020
Q4 		$320K Sell
3,500
-171
-5% -$14.9K 0.18% 45
2020
Q3 		$297K Hold
3,671
– – 0.18% 40
2020
Q2 		$289K Hold
3,671
– – 0.17% 42
2020
Q1 		$260K Sell
3,671
-10,986
-75% -$944K 0.18% 34
2019
Q4 		$1.37M Buy
14,657
+3,124
+27% +$283K 0.72% 22
2019
Q3 		$1.02M Buy
11,533
+7,232
+168% +$633K 0.58% 24
2019
Q2 		$376K Hold
4,301
– – 0.23% 36
2019
Q1 		$368K Buy
+4,301
New +$359K 0.24% 37

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Milestone Advisory Partners's VYM Position: Q3 2023 in Review

Milestone Advisory Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q3 2023, buying an estimated $900K and bringing the position to 30,823 shares worth $3.18M. The position accounts for 2.65% of the portfolio, ranked #11.

Milestone Advisory Partners first reported a position in VYM in Q1 2019 and has held it in 19 quarters since. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Milestone Advisory Partners held 30,823 shares of Vanguard High Dividend Yield ETF worth $3.18M as of Q3 2023.
  • Milestone Advisory Partners bought 8,387 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $900K.
  • Vanguard High Dividend Yield ETF made up 2.65% of Milestone Advisory Partners's portfolio in Q3 2023, its #11 holding.
  • Milestone Advisory Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and has held it in 19 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.