Total Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Total Wealth Planning’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	-2,432	Closed	-$251K	–	91
2023 Q3	$251K	Hold	2,432	–	–	0.05%	80
2023 Q2	$258K	Buy	2,432 +1	+0%	+$105	0.05%	76
2023 Q1	$256K	Buy	2,431 +1	+0%	+$108	0.06%	76
2022 Q4	$263K	Sell	2,430 -125	-5%	-$13.3K	0.07%	72
2022 Q3	$242K	Buy	+2,555	New	+$266K	0.07%	75
2022 Q2	–	Sell	-2,404	Closed	-$270K	–	90
2022 Q1	$270K	Buy	+2,404	New	+$268K	0.07%	70

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

Total Wealth Planning's VYM Position: Q4 2023 in Review

Total Wealth Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 2,432 shares — an estimated $251K sold.

Total Wealth Planning first reported a position in VYM in Q1 2022 and held it in 6 quarters. The position peaked at $270K in Q1 2022. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Total Wealth Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Total Wealth Planning sold 2,432 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $251K.
Total Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 6 quarters.
Total Wealth Planning's Vanguard High Dividend Yield ETF position peaked at $270K in Q1 2022.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Total Wealth Planning's 13F filing for Q4 2023, filed 5 Feb 2024.