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PSI Advisors’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
PSI Advisors’s Portfolio
VYM Stock Details
VYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-294
Closed
-$37.9K
–
689
2025
Q1
$37.9K
Sell
294
-322
-52%
-$42.2K
0.01%
280
2024
Q4
$78.6K
Sell
616
-116
-16%
-$15.1K
0.02%
209
2024
Q3
$93.8K
Buy
732
+55
+8%
+$6.79K
0.03%
199
2024
Q2
$80.3K
Buy
677
+214
+46%
+$25.4K
0.03%
204
2024
Q1
$56K
Sell
463
-139
-23%
-$15.9K
0.02%
239
2023
Q4
$67.2K
Sell
602
-1,006
-63%
-$106K
0.03%
226
2023
Q3
$166K
Hold
1,608
–
–
0.07%
138
2023
Q2
$171K
Buy
1,608
+1
+0.1%
+$105
0.07%
134
2023
Q1
$170K
Buy
1,607
+80
+5%
+$8.6K
0.08%
128
2022
Q4
$165K
Sell
1,527
-682
-31%
-$72.6K
0.09%
118
2022
Q3
$210K
Hold
2,209
–
–
0.11%
110
2022
Q2
$225K
Buy
2,209
+918
+71%
+$99.5K
0.11%
116
2022
Q1
$145K
Buy
1,291
+755
+141%
+$84.2K
0.06%
162
2021
Q4
$60K
Hold
536
–
–
0.02%
263
2021
Q3
$55K
Buy
+536
New
+$56.7K
0.03%
278
2020
Q1
–
Sell
-888
Closed
-$83K
–
603
2019
Q4
$83K
Buy
+888
New
+$80.5K
0.05%
207
Other funds holding VYM
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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