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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sweet Financial Partners's VYM Position: Q4 2023 in Review

Sweet Financial Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 1,952 shares — an estimated $202K sold.

Sweet Financial Partners first reported a position in VYM in Q4 2021 and held it in 8 quarters. The position peaked at $238K in Q1 2022. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Sweet Financial Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Sweet Financial Partners sold 1,952 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $202K.
Sweet Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 8 quarters.
Sweet Financial Partners's Vanguard High Dividend Yield ETF position peaked at $238K in Q1 2022.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Sweet Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.