Retirement Guys Formula’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Retirement Guys Formula’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
2022 Q4	–	Sell	-2,487	Closed	-$236K	–	141
2022 Q3	$236K	Sell	2,487 -658	-21%	-$68.4K	0.25%	106
2022 Q2	$320K	Sell	3,145 -1,446	-31%	-$157K	0.33%	92
2022 Q1	$515K	Sell	4,591 -4,132	-47%	-$461K	0.35%	51
2021 Q4	$978K	Buy	+8,723	New	+$949K	0.78%	25

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

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

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

RJA

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

Retirement Guys Formula's VYM Position: Q4 2022 in Review

Retirement Guys Formula sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 2,487 shares — an estimated $236K sold.

Retirement Guys Formula first reported a position in VYM in Q4 2021 and held it in 4 quarters. The position peaked at $978K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Retirement Guys Formula reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Retirement Guys Formula sold 2,487 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $236K.
Retirement Guys Formula first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 4 quarters.
Retirement Guys Formula's Vanguard High Dividend Yield ETF position peaked at $978K in Q4 2021.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.