Aspire Private Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aspire Private Capital’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	-2	Closed	-$212	–	727
2023 Q2	$212	Buy	+2	New	+$210	﹤0.01%	645
2019 Q4	–	Sell	-230	Closed	-$20K	–	545
2019 Q3	$20K	Buy	+230	New	+$20.1K	0.01%	226

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aspire Private Capital's VYM Position: Q3 2023 in Review

Aspire Private Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2 shares — an estimated $212 sold.

Aspire Private Capital first reported a position in VYM in Q3 2019 and held it in 2 quarters. The position peaked at $20K in Q3 2019. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Aspire Private Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Aspire Private Capital sold 2 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $212.
Aspire Private Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 2 quarters.
Aspire Private Capital's Vanguard High Dividend Yield ETF position peaked at $20K in Q3 2019.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Aspire Private Capital's 13F filing for Q3 2023, filed 3 Nov 2023.