Antonetti Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Antonetti Capital 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	$3.2K	Buy	31 +30	+3,000%	+$3.22K	0.01%	258
2023 Q2	$106	Sell	1 -19	-95%	-$1.99K	﹤0.01%	332
2023 Q1	$2.11K	Hold	20	–	–	﹤0.01%	283
2022 Q4	$2.16K	Hold	20	–	–	﹤0.01%	278
2022 Q3	$2K	Sell	20 -130	-87%	-$13.5K	﹤0.01%	296
2022 Q2	$15K	Sell	150 -50	-25%	-$5.42K	0.02%	203
2022 Q1	$22K	Sell	200 -58	-22%	-$6.47K	0.02%	200
2021 Q4	$29K	Hold	258	–	–	0.02%	212
2021 Q3	$27K	Buy	+258	New	+$27.3K	0.02%	221

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Antonetti Capital Management's VYM Position: Q3 2023 in Review

Antonetti Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 3,000% in Q3 2023, buying an estimated $3.22K and bringing the position to 31 shares worth $3.2K. The position accounts for 0.01% of the portfolio, ranked #258.

Antonetti Capital Management first reported a position in VYM in Q3 2021 and has held it in 9 quarters since. The position peaked at $29K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Antonetti Capital Management held 31 shares of Vanguard High Dividend Yield ETF worth $3.2K as of Q3 2023.
Antonetti Capital Management bought 30 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $3.22K.
Vanguard High Dividend Yield ETF made up 0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #258 holding.
Antonetti Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Vanguard High Dividend Yield ETF position peaked at $29K in Q4 2021.
1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.