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

SWM 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
2022
Q2 		– Sell
-2,004
Closed -$225K – 31
2022
Q1 		$225K Sell
2,004
-1,590
-44% -$177K 0.18% 29
2021
Q4 		$408K Buy
+3,594
New +$391K 0.36% 17

Other funds holding VYM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM Advisors's VYM Position: Q2 2022 in Review

SWM Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 2,004 shares — an estimated $225K sold.

SWM Advisors first reported a position in VYM in Q4 2021 and held it in 2 quarters. The position peaked at $408K in Q4 2021. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

  • SWM Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • SWM Advisors sold 2,004 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $225K.
  • SWM Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 2 quarters.
  • SWM Advisors's Vanguard High Dividend Yield ETF position peaked at $408K in Q4 2021.
  • 1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on SWM Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.