V Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

V Wealth 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	$589K	Sell	5,705 -5,025	-47%	-$539K	0.47%	47
2023 Q2	$1.14M	Sell	10,730 -770	-7%	-$80.8K	0.19%	101
2023 Q1	$1.21M	Buy	11,500 +374	+3%	+$40.2K	0.23%	96
2022 Q4	$1.2M	Sell	11,126 -960	-8%	-$102K	0.25%	93
2022 Q3	$1.15M	Buy	12,086 +120	+1%	+$12.5K	0.23%	101
2022 Q2	$1.22M	Buy	11,966 +5,287	+79%	+$573K	0.23%	110
2022 Q1	$749K	Buy	6,679 +634	+10%	+$70.7K	0.12%	189
2021 Q4	$678K	Buy	6,045 +48	+0.8%	+$5.22K	0.1%	196
2021 Q3	$619K	Buy	5,997 +266	+5%	+$28.1K	0.1%	221
2021 Q2	$600K	Sell	5,731 -1,016	-15%	-$107K	0.1%	235
2021 Q1	$683K	Sell	6,747 -497	-7%	-$47.9K	0.13%	186
2020 Q4	$663K	Buy	+7,244	New	+$629K	0.14%	173
2020 Q3	–	Sell	-4,793	Closed	-$378K	–	353
2020 Q2	$378K	Buy	4,793 +1,587	+50%	+$123K	0.1%	226
2020 Q1	$227K	Buy	3,206 +762	+31%	+$65.5K	0.07%	274
2019 Q4	$217K	Hold	2,444	–	–	0.08%	257
2019 Q3	$217K	Buy	+2,444	New	+$214K	0.08%	257
2017 Q3	–	Sell	-1,123	Closed	-$88K	–	701
2017 Q2	$88K	Buy	+1,123	New	+$87.5K	0.04%	254

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

V Wealth Advisors's VYM Position: Q3 2023 in Review

V Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 47% in Q3 2023, selling an estimated $539K and leaving 5,705 shares worth $589K. The position accounts for 0.47% of the portfolio, ranked #47.

V Wealth Advisors first reported a position in VYM in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2022. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

V Wealth Advisors held 5,705 shares of Vanguard High Dividend Yield ETF worth $589K as of Q3 2023.
V Wealth Advisors sold 5,025 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $539K.
Vanguard High Dividend Yield ETF made up 0.47% of V Wealth Advisors's portfolio in Q3 2023, its #47 holding.
V Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 17 quarters since.
V Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $1.22M in Q2 2022.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.