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

Azimuth Capital Investment 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
2024 Q1	–	Sell	-1,823	Closed	-$204K	–	313
2023 Q4	$204K	Buy	+1,823	New	+$192K	0.01%	297
2023 Q3	–	Sell	-2,798	Closed	-$297K	–	307
2023 Q2	$297K	Buy	2,798 +480	+21%	+$50.3K	0.01%	275
2023 Q1	$245K	Sell	2,318 -970	-30%	-$104K	0.01%	283
2022 Q4	$356K	Sell	3,288 -1,070	-25%	-$114K	0.02%	267
2022 Q3	$413K	Hold	4,358	–	–	0.02%	254
2022 Q2	$443K	Buy	+4,358	New	+$472K	0.02%	260

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Azimuth Capital Investment Management's VYM Position: Q1 2024 in Review

Azimuth Capital Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 1,823 shares — an estimated $204K sold.

Azimuth Capital Investment Management first reported a position in VYM in Q2 2022 and held it in 6 quarters. The position peaked at $443K in Q2 2022. 1,602 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Azimuth Capital Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Azimuth Capital Investment Management sold 1,823 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $204K.
Azimuth Capital Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 6 quarters.
Azimuth Capital Investment Management's Vanguard High Dividend Yield ETF position peaked at $443K in Q2 2022.
1,602 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2024, filed 14 May 2024.