Systematic Alpha Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Systematic Alpha Investments’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
2024 Q1	–	Sell	-1,150	Closed	-$128K	–	276
2023 Q4	$128K	Hold	1,150	–	–	0.01%	239
2023 Q3	$119K	Hold	1,150	–	–	0.01%	235
2023 Q2	$122K	Hold	1,150	–	–	0.01%	220
2023 Q1	$121K	Buy	+1,150	New	+$124K	0.01%	234
2021 Q4	–	Sell	-4,350	Closed	-$472K	–	471
2021 Q3	$472K	Hold	4,350	–	–	0.02%	161
2021 Q2	$467K	Hold	4,350	–	–	0.02%	140
2021 Q1	$440K	Buy	+4,350	New	+$420K	0.03%	120

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Systematic Alpha Investments's VYM Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 1,150 shares — an estimated $128K sold.

Systematic Alpha Investments first reported a position in VYM in Q1 2021 and held it in 7 quarters. The position peaked at $472K in Q3 2021. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Systematic Alpha Investments reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Systematic Alpha Investments sold 1,150 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $128K.
Systematic Alpha Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 7 quarters.
Systematic Alpha Investments's Vanguard High Dividend Yield ETF position peaked at $472K in Q3 2021.
1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.