SHFP
VYM icon

Second Half Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Second Half Financial Partners’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
-2,181
Closed -$231K – 142
2023
Q2 		$231K Buy
+2,181
New +$229K 0.05% 139

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Second Half Financial Partners's VYM Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,181 shares — an estimated $231K sold.

Second Half Financial Partners first reported a position in VYM in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 2,181 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $231K.
  • Second Half Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard High Dividend Yield ETF position peaked at $231K in Q2 2023.
  • 1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.