Capstone Triton Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capstone Triton Financial Group’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
2021 Q3	–	Sell	-13,274	Closed	-$1.39M	–	126
2021 Q2	$1.39M	Sell	13,274 -4,524	-25%	-$475K	0.86%	38
2021 Q1	$1.8M	Sell	17,798 -130	-0.7%	-$12.5K	1.19%	25
2020 Q4	$1.64M	Buy	+17,928	New	+$1.56M	1%	26

Other funds holding VYM

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capstone Triton Financial Group's VYM Position: Q3 2021 in Review

Capstone Triton Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 13,274 shares — an estimated $1.39M sold.

Capstone Triton Financial Group first reported a position in VYM in Q4 2020 and held it in 3 quarters. The position peaked at $1.8M in Q1 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Capstone Triton Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
Capstone Triton Financial Group sold 13,274 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $1.39M.
Capstone Triton Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 3 quarters.
Capstone Triton Financial Group's Vanguard High Dividend Yield ETF position peaked at $1.8M in Q1 2021.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Capstone Triton Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.