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Apexium Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Apexium Financial’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
Q1 		– Sell
-2,129
Closed -$230K – 214
2022
Q4 		$230K Buy
+2,129
New +$227K 0.02% 189
2020
Q1 		– Sell
-4,308
Closed -$404K – 85
2019
Q4 		$404K Buy
+4,308
New +$391K 0.52% 38

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Apexium Financial's VYM Position: Q1 2023 in Review

Apexium Financial sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 2,129 shares — an estimated $230K sold.

Apexium Financial first reported a position in VYM in Q4 2019 and held it in 2 quarters. The position peaked at $404K in Q4 2019. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Apexium Financial reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Apexium Financial sold 2,129 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $230K.
  • Apexium Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
  • Apexium Financial's Vanguard High Dividend Yield ETF position peaked at $404K in Q4 2019.
  • 1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Apexium Financial's 13F filing for Q1 2023, filed 17 May 2023.