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Acute Investment Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Acute Investment Advisory’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
2022
Q4 		– Sell
-77,317
Closed -$7.34M – 31
2022
Q3 		$7.34M Sell
77,317
-46,321
-37% -$4.82M 5.27% 7
2022
Q2 		$12.6M Buy
123,638
+92,006
+291% +$9.97M 9.77% 4
2022
Q1 		$3.55M Buy
+31,632
New +$3.53M 2.65% 15

Other funds holding VYM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acute Investment Advisory's VYM Position: Q4 2022 in Review

Acute Investment Advisory sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 77,317 shares — an estimated $7.34M sold.

Acute Investment Advisory first reported a position in VYM in Q1 2022 and held it in 3 quarters. The position peaked at $12.6M in Q2 2022. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • Acute Investment Advisory reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 77,317 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $7.34M.
  • Acute Investment Advisory first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 3 quarters.
  • Acute Investment Advisory's Vanguard High Dividend Yield ETF position peaked at $12.6M in Q2 2022.
  • 1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Acute Investment Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.