New England Guild Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New England Guild Wealth 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
2022 Q4	$968K	Buy	8,942 +804	+10%	+$85.6K	0.51%	37
2022 Q3	$772K	Hold	8,138	–	–	0.47%	37
2022 Q2	$828K	Hold	8,138	–	–	0.51%	38
2022 Q1	$913K	Hold	8,138	–	–	0.48%	39
2021 Q4	$912K	Hold	8,138	–	–	0.46%	40
2021 Q3	$841K	Hold	8,138	–	–	0.45%	38
2021 Q2	$853K	Hold	8,138	–	–	0.46%	38
2021 Q1	$823K	Hold	8,138	–	–	0.46%	38
2020 Q4	$745K	Hold	8,138	–	–	0.44%	38
2020 Q3	$659K	Hold	8,138	–	–	0.46%	36
2020 Q2	$641K	Hold	8,138	–	–	0.47%	34
2020 Q1	$576K	Hold	8,138	–	–	0.52%	35
2019 Q4	$763K	Hold	8,138	–	–	0.55%	32
2019 Q3	$722K	Hold	8,138	–	–	0.52%	33
2019 Q2	$711K	Hold	8,138	–	–	0.53%	31
2019 Q1	$697K	Hold	8,138	–	–	0.53%	31
2018 Q4	$635K	Hold	8,138	–	–	0.53%	31
2018 Q3	$709K	Hold	8,138	–	–	0.64%	28
2018 Q2	$676K	Hold	8,138	–	–	0.62%	27
2018 Q1	$671K	Hold	8,138	–	–	0.64%	26
2017 Q4	$697K	Buy	+8,138	New	+$680K	0.67%	26

Other funds holding VYM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

New England Guild Wealth Advisors's VYM Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.9% in Q4 2022, buying an estimated $85.6K and bringing the position to 8,942 shares worth $968K. The position accounts for 0.51% of the portfolio, ranked #37.

New England Guild Wealth Advisors first reported a position in VYM in Q4 2017 and has held it in 21 quarters since. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

New England Guild Wealth Advisors held 8,942 shares of Vanguard High Dividend Yield ETF worth $968K as of Q4 2022.
New England Guild Wealth Advisors bought 804 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $85.6K.
Vanguard High Dividend Yield ETF made up 0.51% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #37 holding.
New England Guild Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 21 quarters since.
1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.