Banque Pictet & Cie’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Banque Pictet & Cie’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 Q4	–	Sell	-7,000	Closed	-$723K	–	474
2023 Q3	$723K	Buy	+7,000	New	+$751K	0.01%	304
2016 Q2	–	Sell	-4,300	Closed	-$297K	–	345
2016 Q1	$297K	Sell	4,300 -2,400	-36%	-$157K	0.01%	280
2015 Q4	$447K	Hold	6,700	–	–	0.01%	253
2015 Q3	$420K	Hold	6,700	–	–	0.01%	275
2015 Q2	$451K	Hold	6,700	–	–	0.04%	211
2015 Q1	$458K	Hold	6,700	–	–	0.01%	329
2014 Q4	$461K	Buy	+6,700	New	+$455K	0.01%	322

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

RJFSA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banque Pictet & Cie's VYM Position: Q4 2023 in Review

Banque Pictet & Cie sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 7,000 shares — an estimated $723K sold.

Banque Pictet & Cie first reported a position in VYM in Q4 2014 and held it in 7 quarters. The position peaked at $723K in Q3 2023. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Banque Pictet & Cie reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Banque Pictet & Cie sold 7,000 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $723K.
Banque Pictet & Cie first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 7 quarters.
Banque Pictet & Cie's Vanguard High Dividend Yield ETF position peaked at $723K in Q3 2023.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.