Samalin Investment Counsel’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Samalin Investment Counsel’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 Q3	–	Sell	-2,081	Closed	-$221K	–	285
2023 Q2	$221K	Sell	2,081 -22	-1%	-$2.31K	0.12%	229
2023 Q1	$222K	Buy	2,103 +3	+0.1%	+$323	0.13%	209
2022 Q4	$227K	Buy	+2,100	New	+$223K	0.14%	200
2022 Q2	–	Sell	-2,557	Closed	-$287K	–	252
2022 Q1	$287K	Buy	+2,557	New	+$285K	0.17%	175

Other funds holding VYM

SLI

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

RJA

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

Samalin Investment Counsel's VYM Position: Q3 2023 in Review

Samalin Investment Counsel sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,081 shares — an estimated $221K sold.

Samalin Investment Counsel first reported a position in VYM in Q1 2022 and held it in 4 quarters. The position peaked at $287K in Q1 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Samalin Investment Counsel reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Samalin Investment Counsel sold 2,081 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $221K.
Samalin Investment Counsel first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 4 quarters.
Samalin Investment Counsel's Vanguard High Dividend Yield ETF position peaked at $287K in Q1 2022.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.