Sterling Investment Advisors (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-330	Closed	-$34K	–	518
2022 Q2	$34K	Hold	330	–	–	0.01%	268
2022 Q1	$37K	Hold	330	–	–	0.01%	287
2021 Q4	$37K	Hold	330	–	–	0.01%	285
2021 Q3	$34K	Hold	330	–	–	0.01%	299
2021 Q2	$35K	Hold	330	–	–	0.01%	297
2021 Q1	$33K	Hold	330	–	–	0.01%	274
2020 Q4	$30K	Hold	330	–	–	0.01%	274
2020 Q3	$27K	Hold	330	–	–	0.01%	265
2020 Q2	$25K	Sell	330 -196	-37%	-$15.2K	0.01%	275
2020 Q1	$37K	Hold	526	–	–	0.02%	215
2019 Q4	$49K	Hold	526	–	–	0.02%	212
2019 Q3	$47K	Hold	526	–	–	0.02%	215
2019 Q2	$46K	Hold	526	–	–	0.02%	216
2019 Q1	$45K	Hold	526	–	–	0.02%	218
2018 Q4	$41K	Hold	526	–	–	0.02%	215
2018 Q3	$46K	Hold	526	–	–	0.02%	234
2018 Q2	$43K	Hold	526	–	–	0.03%	221
2018 Q1	$43K	Buy	+526	New	+$45.2K	0.03%	210

Other funds holding VYM

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

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

Sterling Investment Advisors (Pennsylvania)'s VYM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 330 shares — an estimated $34K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VYM in Q1 2018 and held it in 18 quarters. The position peaked at $49K in Q4 2019. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 330 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $34K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 18 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard High Dividend Yield ETF position peaked at $49K in Q4 2019.
1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.