Vivid Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vivid Financial Management’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
2021 Q4	$702K	Buy	6,258 +3,566	+132%	+$388K	0.26%	47
2021 Q3	$278K	Buy	2,692 +206	+8%	+$21.8K	0.11%	113
2021 Q2	$260K	Hold	2,486	–	–	0.11%	134
2021 Q1	$251K	Hold	2,486	–	–	0.12%	128
2020 Q4	$227K	Hold	2,486	–	–	0.11%	120
2020 Q3	$201K	Buy	+2,486	New	+$204K	0.12%	85
2020 Q1	–	Sell	-2,600	Closed	-$244K	–	100
2019 Q4	$244K	Buy	+2,600	New	+$236K	0.26%	79

Other funds holding VYM

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vivid Financial Management's VYM Position: Q4 2021 in Review

Vivid Financial Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 132% in Q4 2021, buying an estimated $388K and bringing the position to 6,258 shares worth $702K. The position accounts for 0.26% of the portfolio, ranked #47.

Vivid Financial Management first reported a position in VYM in Q4 2019 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Vivid Financial Management held 6,258 shares of Vanguard High Dividend Yield ETF worth $702K as of Q4 2021.
Vivid Financial Management bought 3,566 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $388K.
Vanguard High Dividend Yield ETF made up 0.26% of Vivid Financial Management's portfolio in Q4 2021, its #47 holding.
Vivid Financial Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.