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

US Financial 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
2023 Q3	–	Sell	-2,004	Closed	-$213K	–	75
2023 Q2	$213K	Sell	2,004 -5,888	-75%	-$618K	0.09%	67
2023 Q1	$833K	Buy	+7,892	New	+$849K	0.37%	37
2021 Q2	–	Sell	-3,316	Closed	-$335K	–	135
2021 Q1	$335K	Hold	3,316	–	–	0.09%	108
2020 Q4	$303K	Buy	+3,316	New	+$288K	0.09%	96
2016 Q1	–	Sell	-2,091	Closed	-$140K	–	616
2015 Q4	$140K	Buy	2,091 +1,387	+197%	+$93.1K	0.13%	75
2015 Q3	$44K	Hold	704	–	–	0.07%	117
2015 Q2	$47K	Sell	704 -237	-25%	-$16.4K	0.04%	108
2015 Q1	$64K	Hold	941	–	–	0.06%	93
2014 Q4	$65K	Buy	+941	New	+$63.8K	0.06%	95

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

US Financial Advisors's VYM Position: Q3 2023 in Review

US Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,004 shares — an estimated $213K sold.

US Financial Advisors first reported a position in VYM in Q4 2014 and held it in 9 quarters. The position peaked at $833K in Q1 2023. 1,444 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

US Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
US Financial Advisors sold 2,004 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $213K.
US Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 9 quarters.
US Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $833K in Q1 2023.
1,444 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on US Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.