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Mosaic Family Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mosaic Family Wealth’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
Q4 		$789K Buy
7,042
+19
+0.3% +$2.07K 0.21% 78
2021
Q3 		$726K Sell
7,023
-274
-4% -$29K 0.2% 78
2021
Q2 		$765K Buy
7,297
+12
+0.2% +$1.26K 0.22% 60
2021
Q1 		$736K Buy
7,285
+1,562
+27% +$151K 0.21% 63
2020
Q4 		$524K Buy
5,723
+1
+0% +$87 0.18% 80
2020
Q3 		$463K Hold
5,722
– – 0.17% 77
2020
Q2 		$451K Sell
5,722
-834
-13% -$64.8K 0.19% 75
2020
Q1 		$464K Buy
6,556
+834
+15% +$71.7K 0.24% 62
2019
Q4 		$536K Hold
5,722
– – 0.22% 72
2019
Q3 		$508K Hold
5,722
– – 0.21% 80
2019
Q2 		$500K Hold
5,722
– – 0.21% 80
2019
Q1 		$490K Sell
5,722
-94
-2% -$7.85K 0.2% 73
2018
Q4 		$454K Sell
5,816
-118
-2% -$9.84K 0.19% 73
2018
Q3 		$502K Buy
5,934
+118
+2% +$10.2K 0.21% 74
2018
Q2 		$483K Hold
5,816
– – 0.18% 78
2018
Q1 		$480K Buy
5,816
+750
+15% +$64.5K 0.18% 75
2017
Q4 		$434K Buy
5,066
+3,015
+147% +$252K 0.16% 102
2017
Q3 		$166K Buy
2,051
+1,700
+484% +$135K 0.06% 213
2017
Q2 		$27K Hold
351
– – 0.01% 402
2017
Q1 		$27K Hold
351
– – 0.01% 403
2016
Q4 		$27K Hold
351
– – 0.01% 401
2016
Q3 		$25K Sell
351
-1
-0.3% -$73 0.01% 415
2016
Q2 		$26K Buy
352
+26
+8% +$1.82K 0.01% 413
2016
Q1 		$22K Buy
326
+25
+8% +$1.64K 0.01% 421
2015
Q4 		$20K Buy
+301
New +$20.2K 0.01% 449

Other funds holding VYM

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 $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mosaic Family Wealth's VYM Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.27% in Q4 2021, buying an estimated $2.07K and bringing the position to 7,042 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #78.

Mosaic Family Wealth first reported a position in VYM in Q4 2015 and has held it in 25 quarters since. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

  • Mosaic Family Wealth held 7,042 shares of Vanguard High Dividend Yield ETF worth $789K as of Q4 2021.
  • Mosaic Family Wealth bought 19 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $2.07K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Mosaic Family Wealth's portfolio in Q4 2021, its #78 holding.
  • Mosaic Family Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 25 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.