Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Morris Financial Concepts »

Vanguard High Dividend Yield ETF shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Vanguard High Dividend Yield ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield ETF held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard High Dividend Yield ETF by Morris Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$373k	3.1k	121.00
2023-12-31	$312k	2.8k	111.62
2023-09-30	$289k	2.8k	103.31
2023-06-30	$38k	358	105.96
2023-03-31	$38k	358	105.39
2022-06-30	$107k	1.1k	101.71
2022-03-31	$118k	1.1k	112.17

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Core S&p Scp Etf (IJR)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Ishares Tr Core 1 5 Yr Usd (ISTB)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr 1 3 Yr Treas Bd (SHY)

Ishares Tr Short Treas Bd (SHV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr S&p 500 Val Etf (IVE)

Ishares Tr Eafe Sml Cp Etf (SCZ)

American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance

Bank of America Corporation

Wells Fargo & Company

Raymond James Financial Services Advisors

Creative Planning

UBS Group

Raymond James & Associates

Wellspring Financial Advisors

Commonwealth Equity Services

Mercer Global Advisors

Janney Montgomery Scott

View all funds holding Vanguard High Dividend Yield ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z