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

Resource Planning 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
2021 Q4	–	Sell	-3,037	Closed	-$314K	–	88
2021 Q3	$314K	Hold	3,037	–	–	0.2%	62
2021 Q2	$318K	Hold	3,037	–	–	0.18%	60
2021 Q1	$307K	Hold	3,037	–	–	0.2%	55
2020 Q4	$278K	Hold	3,037	–	–	0.2%	56
2020 Q3	$246K	Buy	+3,037	New	+$249K	0.19%	55

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 Planning Group's VYM Position: Q4 2021 in Review

Resource Planning Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 3,037 shares — an estimated $314K sold.

Resource Planning Group first reported a position in VYM in Q3 2020 and held it in 5 quarters. The position peaked at $318K in Q2 2021. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Resource Planning Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 3,037 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $314K.
Resource Planning Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 5 quarters.
Resource Planning Group's Vanguard High Dividend Yield ETF position peaked at $318K in Q2 2021.
1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.