SFP
VYM icon

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

Sweet 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
Q4 		– Sell
-1,952
Closed -$202K – 187
2023
Q3 		$202K Hold
1,952
– – 0.05% 167
2023
Q2 		$207K Sell
1,952
-230
-11% -$24.1K 0.05% 169
2023
Q1 		$230K Hold
2,182
– – 0.06% 161
2022
Q4 		$236K Buy
2,182
+61
+3% +$6.49K 0.07% 152
2022
Q3 		$201K Hold
2,121
– – 0.06% 160
2022
Q2 		$216K Hold
2,121
– – 0.07% 154
2022
Q1 		$238K Hold
2,121
– – 0.06% 152
2021
Q4 		$238K Buy
+2,121
New +$231K 0.1% 133

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return