SCFS
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S.C. Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

S.C. Financial Services’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 		$387K Sell
3,579
-119
-3% -$12.7K 0.6% 55
2022
Q3 		$351K Sell
3,698
-682
-16% -$70.9K 0.56% 67
2022
Q2 		$445K Buy
4,380
+2,460
+128% +$267K 0.68% 50
2022
Q1 		$216K Buy
+1,920
New +$214K 0.28% 110

Other funds holding VYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

S.C. Financial Services's VYM Position: Q4 2022 in Review

S.C. Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q4 2022, selling an estimated $12.7K and leaving 3,579 shares worth $387K. The position accounts for 0.6% of the portfolio, ranked #55.

S.C. Financial Services first reported a position in VYM in Q1 2022 and has held it in 4 quarters since. The position peaked at $445K in Q2 2022. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • S.C. Financial Services held 3,579 shares of Vanguard High Dividend Yield ETF worth $387K as of Q4 2022.
  • S.C. Financial Services sold 119 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $12.7K.
  • Vanguard High Dividend Yield ETF made up 0.6% of S.C. Financial Services's portfolio in Q4 2022, its #55 holding.
  • S.C. Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 4 quarters since.
  • S.C. Financial Services's Vanguard High Dividend Yield ETF position peaked at $445K in Q2 2022.
  • 1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.