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

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	$1.3M	Sell	12,614 -7,163	-36%	-$769K	0.58%	26
2023 Q2	$2.12M	Sell	19,777 -1,621	-8%	-$170K	0.9%	20
2023 Q1	$2.28M	Sell	21,398 -993	-4%	-$107K	1.09%	19
2022 Q4	$2.42M	Buy	22,391 +1,538	+7%	+$164K	1.29%	17
2022 Q3	$1.98M	Buy	20,853 +95	+0.5%	+$9.88K	1.01%	19
2022 Q2	$2.11M	Sell	20,758 -1,078	-5%	-$117K	1.02%	20
2022 Q1	$2.45M	Hold	21,836	–	–	0.89%	21
2021 Q4	$2.45M	Sell	21,836 -290	-1%	-$31.6K	0.85%	21
2021 Q3	$2.31M	Hold	22,126	–	–	0.9%	21
2021 Q2	$2.32M	Buy	22,126 +1,285	+6%	+$135K	0.85%	21
2021 Q1	$2.14M	Sell	20,841 -15,829	-43%	-$1.53M	0.85%	21
2020 Q4	$3.36M	Sell	36,670 -100	-0.3%	-$8.69K	1.48%	15
2020 Q3	$3.09M	Hold	36,770	–	–	1.44%	15
2020 Q2	$2.93M	Sell	36,770 -9,563	-21%	-$743K	1.56%	14
2020 Q1	$3.48M	Sell	46,333 -90,957	-66%	-$7.81M	2.31%	12
2019 Q4	$12.9M	Buy	+137,290	New	+$12.4M	7.34%	3

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

Wealth Advisors's VYM Position: Q3 2023 in Review

Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 36% in Q3 2023, selling an estimated $769K and leaving 12,614 shares worth $1.3M. The position accounts for 0.58% of the portfolio, ranked #26.

Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 16 quarters since. The position peaked at $12.9M in Q4 2019. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Wealth Advisors held 12,614 shares of Vanguard High Dividend Yield ETF worth $1.3M as of Q3 2023.
Wealth Advisors sold 7,163 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $769K.
Vanguard High Dividend Yield ETF made up 0.58% of Wealth Advisors's portfolio in Q3 2023, its #26 holding.
Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $12.9M in Q4 2019.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.