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

Anchor Capital 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
2021
Q4 		– Sell
-2,083
Closed -$215K – 271
2021
Q3 		$215K Hold
2,083
– – ﹤0.01% 254
2021
Q2 		$218K Hold
2,083
– – ﹤0.01% 255
2021
Q1 		$211K Buy
+2,083
New +$201K ﹤0.01% 258

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anchor Capital Advisors's VYM Position: Q4 2021 in Review

Anchor Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 2,083 shares — an estimated $215K sold.

Anchor Capital Advisors first reported a position in VYM in Q1 2021 and held it in 3 quarters. The position peaked at $218K in Q2 2021. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

  • Anchor Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Anchor Capital Advisors sold 2,083 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $215K.
  • Anchor Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 3 quarters.
  • Anchor Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $218K in Q2 2021.
  • 1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Anchor Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.