Rainsberger Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Rainsberger 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
2023 Q4	$343K	Buy	3,074 +22	+0.7%	+$2.31K	0.19%	63
2023 Q3	$315K	Buy	3,052 +16	+0.5%	+$1.72K	0.19%	64
2023 Q2	$322K	Buy	3,036 +19	+0.6%	+$1.99K	0.19%	63
2023 Q1	$318K	Sell	3,017 -2,268	-43%	-$244K	0.19%	68
2022 Q4	$572K	Buy	+5,285	New	+$562K	0.36%	58

Other funds holding VYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rainsberger Wealth Advisors's VYM Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.72% in Q4 2023, buying an estimated $2.31K and bringing the position to 3,074 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #63.

Rainsberger Wealth Advisors first reported a position in VYM in Q4 2022 and has held it in 5 quarters since. The position peaked at $572K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Rainsberger Wealth Advisors held 3,074 shares of Vanguard High Dividend Yield ETF worth $343K as of Q4 2023.
Rainsberger Wealth Advisors bought 22 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $2.31K.
Vanguard High Dividend Yield ETF made up 0.19% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #63 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 5 quarters since.
Rainsberger Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $572K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.