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Simplicity Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Simplicity Solutions’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
Q4 		$1.58M Buy
14,183
+1,875
+15% +$197K 0.04% 346
2023
Q3 		$1.27M Sell
12,308
-2,955
-19% -$317K 0.04% 369
2023
Q2 		$1.62M Buy
15,263
+3,528
+30% +$370K 0.04% 362
2023
Q1 		$1.24M Buy
11,735
+6,783
+137% +$730K 0.03% 420
2022
Q4 		$536K Sell
4,952
-206
-4% -$21.9K 0.07% 323
2022
Q3 		$489K Buy
+5,158
New +$536K 0.07% 316
2021
Q1 		– Sell
-344,808
Closed -$31.6M – 981
2020
Q4 		$31.6M Buy
344,808
+10,007
+3% +$869K 0.47% 49
2020
Q3 		$27.1M Sell
334,801
-544
-0.2% -$44.6K 0.5% 40
2020
Q2 		$26.4M Buy
335,345
+111,500
+50% +$8.67M 0.52% 40
2020
Q1 		$15.8M Sell
223,845
-72,515
-24% -$6.23M 0.49% 41
2019
Q4 		$27.8M Buy
296,360
+22,460
+8% +$2.04M 0.85% 26
2019
Q3 		$24.3M Sell
273,900
-3,061
-1% -$268K 0.99% 23
2019
Q2 		$24.2M Buy
276,961
+146,234
+112% +$12.6M 1.04% 24
2019
Q1 		$11.2M Buy
130,727
+107,666
+467% +$8.99M 0.67% 38
2018
Q4 		$1.8M Sell
23,061
-259,699
-92% -$21.7M 0.23% 105
2018
Q3 		$24.6M Buy
282,760
+31,066
+12% +$2.69M 1.41% 15
2018
Q2 		$20.9M Buy
251,694
+45,781
+22% +$3.83M 1.51% 14
2018
Q1 		$17M Buy
205,913
+32,416
+19% +$2.79M 1.47% 15
2017
Q4 		$14.9M Buy
+173,497
New +$14.5M 1.44% 14
2017
Q3 		– Sell
-154,142
Closed -$12M – 387
2017
Q2 		$12M Buy
154,142
+62,765
+69% +$4.89M 1.42% 11
2017
Q1 		$7.09M Buy
91,377
+38,576
+73% +$2.98M 1.09% 10
2016
Q4 		$4M Buy
52,801
+44,421
+530% +$3.26M 0.92% 14
2016
Q3 		$605K Buy
8,380
+1,613
+24% +$117K 0.29% 78
2016
Q2 		$484K Sell
6,767
-719
-10% -$50.3K 0.26% 111
2016
Q1 		$517K Sell
7,486
-4,560
-38% -$299K 0.32% 106
2015
Q4 		$804K Buy
+12,046
New +$808K 0.1% 316

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's VYM Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q4 2023, buying an estimated $197K and bringing the position to 14,183 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #346.

Simplicity Solutions first reported a position in VYM in Q4 2015 and has held it in 26 quarters since. The position peaked at $31.6M in Q4 2020. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

  • Simplicity Solutions held 14,183 shares of Vanguard High Dividend Yield ETF worth $1.58M as of Q4 2023.
  • Simplicity Solutions bought 1,875 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $197K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #346 holding.
  • Simplicity Solutions first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 26 quarters since.
  • Simplicity Solutions's Vanguard High Dividend Yield ETF position peaked at $31.6M in Q4 2020.
  • 1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.