TRUADVICE’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TRUADVICE’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 Q3	$235K	Buy	+2,290	New	+$246K	0.09%	205
2021 Q3	–	Sell	-3,254	Closed	-$342K	–	285
2021 Q2	$342K	Buy	+3,254	New	+$342K	0.07%	222
2021 Q1	–	Sell	-19,864	Closed	-$1.82M	–	322
2020 Q4	$1.82M	Sell	19,864 -1,267	-6%	-$110K	0.56%	40
2020 Q3	$1.75M	Buy	+21,131	New	+$1.73M	0.72%	35

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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

TRUADVICE's VYM Position: Q3 2023 in Review

TRUADVICE opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2023: 2,290 shares worth $235K. The stake represents 0.09% of the portfolio and ranks #205 among its holdings. This is a return to the name: TRUADVICE previously reported a position in VYM as recently as Q2 2021.

TRUADVICE first reported a position in VYM in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2020. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

TRUADVICE held 2,290 shares of Vanguard High Dividend Yield ETF worth $235K as of Q3 2023.
Vanguard High Dividend Yield ETF was a new TRUADVICE position in Q3 2023.
Vanguard High Dividend Yield ETF made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #205 holding.
TRUADVICE first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 4 quarters since.
TRUADVICE's Vanguard High Dividend Yield ETF position peaked at $1.82M in Q4 2020.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.