AWM
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Activest Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Activest Wealth 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
2023
Q3 		– Sell
-9
Closed -$678 – 402
2023
Q2 		$678 Buy
+9
New +$944 ﹤0.01% 277
2021
Q4 		– Sell
-213
Closed -$22K – 417
2021
Q3 		$22K Buy
+213
New +$22.5K 0.01% 173

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Activest Wealth Management's VYM Position: Q3 2023 in Review

Activest Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 9 shares — an estimated $678 sold.

Activest Wealth Management first reported a position in VYM in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Activest Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 9 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $678.
  • Activest Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 2 quarters.
  • Activest Wealth Management's Vanguard High Dividend Yield ETF position peaked at $22K in Q3 2021.
  • 1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.