Northstar Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Northstar Advisory Group’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 Q1	–	Sell	-1,951	Closed	-$211K	–	104
2022 Q4	$211K	Buy	+1,951	New	+$208K	0.17%	88
2022 Q3	–	Sell	-2,043	Closed	-$208K	–	97
2022 Q2	$208K	Sell	2,043 -10	-0.5%	-$1.08K	0.15%	80
2022 Q1	$230K	Sell	2,053 -133	-6%	-$14.8K	0.15%	96
2021 Q4	$245K	Buy	+2,186	New	+$238K	0.15%	92
2021 Q3	–	Sell	-2,189	Closed	-$229K	–	137
2021 Q2	$229K	Sell	2,189 -160	-7%	-$16.8K	0.14%	103
2021 Q1	$237K	Sell	2,349 -212	-8%	-$20.4K	0.18%	98
2020 Q4	$234K	Buy	+2,561	New	+$222K	0.2%	97

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

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

RJFSA

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

Northstar Advisory Group's VYM Position: Q1 2023 in Review

Northstar Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 1,951 shares — an estimated $211K sold.

Northstar Advisory Group first reported a position in VYM in Q4 2020 and held it in 7 quarters. The position peaked at $245K in Q4 2021. 1,435 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Northstar Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Northstar Advisory Group sold 1,951 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $211K.
Northstar Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 7 quarters.
Northstar Advisory Group's Vanguard High Dividend Yield ETF position peaked at $245K in Q4 2021.
1,435 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Northstar Advisory Group's 13F filing for Q1 2023, filed 10 Apr 2023.