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

Resource 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
2021 Q4	$28.5M	Sell	253,960 -6,796	-3%	-$739K	2.94%	7
2021 Q3	$26.9M	Sell	260,756 -3,667	-1%	-$388K	3.08%	7
2021 Q2	$27.7M	Sell	264,423 -7,262	-3%	-$762K	3.17%	7
2021 Q1	$27.5M	Sell	271,685 -7,865	-3%	-$759K	3.31%	6
2020 Q4	$25.6M	Sell	279,550 -8,512	-3%	-$739K	3.5%	6
2020 Q3	$23.3M	Sell	288,062 -4,932	-2%	-$404K	3.8%	6
2020 Q2	$23.1M	Sell	292,994 -50,689	-15%	-$3.94M	3.99%	6
2020 Q1	$24.3M	Sell	343,683 -11,614	-3%	-$998K	5.14%	3
2019 Q4	$33.3M	Sell	355,297 -14,908	-4%	-$1.35M	5.35%	3
2019 Q3	$32.8M	Sell	370,205 -7,825	-2%	-$685K	5.73%	3
2019 Q2	$33M	Sell	378,030 -3,710	-1%	-$321K	5.72%	3
2019 Q1	$32.7M	Sell	381,740 -4,115	-1%	-$344K	5.88%	3
2018 Q4	$30.1M	Sell	385,855 -458	-0.1%	-$38.2K	6.31%	3
2018 Q3	$33.6M	Buy	386,313 +7,115	+2%	+$616K	6.15%	3
2018 Q2	$31.5M	Buy	379,198 +26,786	+8%	+$2.24M	6.13%	4
2018 Q1	$29.1M	Sell	352,412 -20,120	-5%	-$1.73M	6.19%	3
2017 Q4	$31.4M	Buy	+372,532	New	+$31.1M	6.39%	3

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

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

RJA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Resource Management's VYM Position: Q4 2021 in Review

Resource Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q4 2021, selling an estimated $739K and leaving 253,960 shares worth $28.5M. The position accounts for 2.94% of the portfolio, ranked #7.

Resource Management first reported a position in VYM in Q4 2017 and has held it in 17 quarters since. The position peaked at $33.6M in Q3 2018. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Resource Management held 253,960 shares of Vanguard High Dividend Yield ETF worth $28.5M as of Q4 2021.
Resource Management sold 6,796 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $739K.
Vanguard High Dividend Yield ETF made up 2.94% of Resource Management's portfolio in Q4 2021, its #7 holding.
Resource Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 17 quarters since.
Resource Management's Vanguard High Dividend Yield ETF position peaked at $33.6M in Q3 2018.
1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.