Miller Equity Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Miller Equity Capital 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
2025 Q1	–	Sell	-1,910	Closed	-$244K	–	54
2024 Q4	$244K	Hold	1,910	–	–	0.09%	55
2024 Q3	$245K	Hold	1,910	–	–	0.1%	56
2024 Q2	$227K	Hold	1,910	–	–	0.09%	55
2024 Q1	$231K	Hold	1,910	–	–	0.1%	55
2023 Q4	$213K	Buy	+1,910	New	+$201K	0.1%	52
2023 Q3	–	Sell	-1,910	Closed	-$203K	–	50
2023 Q2	$203K	Hold	1,910	–	–	0.1%	50
2023 Q1	$202K	Hold	1,910	–	–	0.11%	50
2022 Q4	$207K	Buy	+1,910	New	+$203K	0.13%	49
2022 Q2	–	Sell	-1,910	Closed	-$214K	–	50
2022 Q1	$214K	Hold	1,910	–	–	0.18%	49
2021 Q4	$214K	Buy	+1,910	New	+$208K	0.2%	46
2021 Q3	–	Sell	-1,910	Closed	-$200K	–	46
2021 Q2	$200K	Buy	+1,910	New	+$201K	0.21%	44

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Miller Equity Capital Advisors's VYM Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 1,910 shares — an estimated $244K sold.

Miller Equity Capital Advisors first reported a position in VYM in Q2 2021 and held it in 11 quarters. The position peaked at $245K in Q3 2024. 1,801 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 1,910 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $244K.
Miller Equity Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 11 quarters.
Miller Equity Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $245K in Q3 2024.
1,801 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.