NEIRG Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

NEIRG Wealth 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
2023 Q3	–	Sell	-15,848	Closed	-$1.68M	–	129
2023 Q2	$1.68M	Buy	15,848 +68	+0.4%	+$7.13K	0.31%	66
2023 Q1	$1.66M	Sell	15,780 -6,985	-31%	-$751K	0.29%	72
2022 Q4	$2.46M	Hold	22,765	–	–	0.46%	64
2022 Q3	$2.16M	Hold	22,765	–	–	0.43%	66
2022 Q2	$2.31M	Hold	22,765	–	–	0.51%	62
2022 Q1	$2.56M	Sell	22,765 -30,708	-57%	-$3.42M	0.5%	53
2021 Q4	$6M	Buy	+53,473	New	+$5.82M	1.15%	29

Other funds holding VYM

SLI

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

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

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

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

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

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

RJFSA

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

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

RJA

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

NEIRG Wealth Management's VYM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 15,848 shares — an estimated $1.68M sold.

NEIRG Wealth Management first reported a position in VYM in Q4 2021 and held it in 7 quarters. The position peaked at $6M in Q4 2021. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

NEIRG Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 15,848 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $1.68M.
NEIRG Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Vanguard High Dividend Yield ETF position peaked at $6M in Q4 2021.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.