Southern Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Southern Wealth Management’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 Q1	$1.53M	Buy	14,543 +10,708	+279%	+$1.15M	0.6%	39
2022 Q4	$415K	Hold	3,835	–	–	0.17%	51
2022 Q3	$408K	Buy	+3,835	New	+$399K	0.16%	48

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Southern Wealth Management's VYM Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 279% in Q1 2023, buying an estimated $1.15M and bringing the position to 14,543 shares worth $1.53M. The position accounts for 0.6% of the portfolio, ranked #39.

Southern Wealth Management first reported a position in VYM in Q3 2022 and has held it in 3 quarters since. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Southern Wealth Management held 14,543 shares of Vanguard High Dividend Yield ETF worth $1.53M as of Q1 2023.
Southern Wealth Management bought 10,708 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $1.15M.
Vanguard High Dividend Yield ETF made up 0.6% of Southern Wealth Management's portfolio in Q1 2023, its #39 holding.
Southern Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 3 quarters since.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.