Capital Directions Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Directions Investment Advisors’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
2022 Q3	–	Sell	-101	Closed	-$10K	–	248
2022 Q2	$10K	Buy	+101	New	+$10.9K	﹤0.01%	214
2021 Q4	–	Sell	-21	Closed	-$2K	–	237
2021 Q3	$2K	Sell	21 -77	-79%	-$8.14K	﹤0.01%	253
2021 Q2	$10K	Buy	+98	New	+$10.3K	﹤0.01%	210
2020 Q1	–	Sell	-27	Closed	-$3K	–	246
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	236
2019 Q3	$2K	Buy	+27	New	+$2.36K	﹤0.01%	235
2019 Q2	–	Sell	-152	Closed	-$13K	–	100
2019 Q1	$13K	Buy	+152	New	+$12.7K	﹤0.01%	84
2018 Q3	–	Sell	-52	Closed	-$4K	–	234
2018 Q2	$4K	Sell	52 -291	-85%	-$24.4K	﹤0.01%	140
2018 Q1	$28K	Hold	343	–	–	0.01%	80
2017 Q4	$29K	Buy	343 +112	+48%	+$9.37K	0.01%	77
2017 Q3	$19K	Buy	231 +1	+0.4%	+$79	0.01%	86
2017 Q2	$18K	Buy	+230	New	+$17.9K	0.01%	78

Other funds holding VYM

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

SLI

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Directions Investment Advisors's VYM Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 101 shares — an estimated $10K sold.

Capital Directions Investment Advisors first reported a position in VYM in Q2 2017 and held it in 11 quarters. The position peaked at $29K in Q4 2017. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

Capital Directions Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 101 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $10K.
Capital Directions Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 11 quarters.
Capital Directions Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $29K in Q4 2017.
1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.