United Asset Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-2,335	Closed	-$282K	–	243
2024 Q1	$282K	Sell	2,335 -215	-8%	-$24.6K	0.03%	206
2023 Q4	$285K	Hold	2,550	–	–	0.03%	202
2023 Q3	$263K	Sell	2,550 -75	-3%	-$8.05K	0.03%	205
2023 Q2	$278K	Hold	2,625	–	–	0.03%	202
2023 Q1	$277K	Hold	2,625	–	–	0.04%	200
2022 Q4	$284K	Hold	2,625	–	–	0.04%	195
2022 Q3	$249K	Hold	2,625	–	–	0.04%	185
2022 Q2	$267K	Sell	2,625 -16	-0.6%	-$1.73K	0.04%	183
2022 Q1	$296K	Sell	2,641 -47	-2%	-$5.24K	0.04%	179
2021 Q4	$301K	Sell	2,688 -173	-6%	-$18.8K	0.04%	177
2021 Q3	$296K	Buy	+2,861	New	+$302K	0.04%	174

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

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

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

United Asset Strategies's VYM Position: Q2 2024 in Review

United Asset Strategies sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 2,335 shares — an estimated $282K sold.

United Asset Strategies first reported a position in VYM in Q3 2021 and held it in 11 quarters. The position peaked at $301K in Q4 2021. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

United Asset Strategies reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
United Asset Strategies sold 2,335 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $282K.
United Asset Strategies first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 11 quarters.
United Asset Strategies's Vanguard High Dividend Yield ETF position peaked at $301K in Q4 2021.
1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on United Asset Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.