Sutton Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sutton Wealth Advisors’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	$146K	Hold	1,409	–	–	0.07%	130
2023 Q2	$149K	Sell	1,409 -548	-28%	-$57.5K	0.07%	132
2023 Q1	$206K	Sell	1,957 -233	-11%	-$25.1K	0.11%	102
2022 Q4	$237K	Buy	2,190 +433	+25%	+$46.1K	0.09%	153
2022 Q3	$167K	Buy	1,757 +632	+56%	+$65.7K	0.07%	186
2022 Q2	$114K	Buy	1,125 +13	+1%	+$1.41K	0.05%	223
2022 Q1	$125K	Buy	1,112 +55	+5%	+$6.13K	0.04%	223
2021 Q4	$119K	Buy	1,057 +381	+56%	+$41.5K	0.04%	233
2021 Q3	$69.9K	Buy	676 +164	+32%	+$17.3K	0.03%	307
2021 Q2	$53.6K	Buy	512 +172	+51%	+$18.1K	0.02%	391
2021 Q1	$34.4K	Buy	340 +15	+5%	+$1.45K	0.01%	509
2020 Q4	$29.7K	Buy	325 +60	+23%	+$5.21K	0.01%	493
2020 Q3	$21.5K	Buy	265 +160	+152%	+$13.1K	0.01%	525
2020 Q2	$8.27K	Hold	105	–	–	﹤0.01%	752
2020 Q1	$7.43K	Hold	105	–	–	﹤0.01%	736
2019 Q4	$9.84K	Hold	105	–	–	0.01%	823
2019 Q3	$9.32K	Hold	105	–	–	0.01%	805
2019 Q2	$9.18K	Hold	105	–	–	0.01%	792
2019 Q1	$8.99K	Hold	105	–	–	0.01%	803
2018 Q4	$8.19K	Hold	105	–	–	0.01%	790
2018 Q3	$9.14K	Hold	105	–	–	0.01%	806
2018 Q2	$8.72K	Hold	105	–	–	0.01%	857
2018 Q1	$8.66K	Buy	+105	New	+$9.03K	0.01%	850

Other funds holding VYM

SLI

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

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

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

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

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

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 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

Sutton Wealth Advisors's VYM Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2023 at 1,409 shares worth $146K. The position accounts for 0.07% of the portfolio, ranked #130.

Sutton Wealth Advisors first reported a position in VYM in Q1 2018 and has held it in 23 quarters since. The position peaked at $237K in Q4 2022. 1,444 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Sutton Wealth Advisors held 1,409 shares of Vanguard High Dividend Yield ETF worth $146K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2023.
Vanguard High Dividend Yield ETF made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #130 holding.
Sutton Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $237K in Q4 2022.
1,444 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.