Checchi Capital Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Checchi Capital Advisers’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 Q2	–	Sell	-13,553	Closed	-$1.52M	–	617
2022 Q1	$1.52M	Buy	+13,553	New	+$1.51M	0.13%	115
2020 Q3	–	Sell	-3,000	Closed	-$236K	–	483
2020 Q2	$236K	Buy	+3,000	New	+$233K	0.03%	373

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Checchi Capital Advisers's VYM Position: Q2 2022 in Review

Checchi Capital Advisers sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 13,553 shares — an estimated $1.52M sold.

Checchi Capital Advisers first reported a position in VYM in Q2 2020 and held it in 2 quarters. The position peaked at $1.52M in Q1 2022. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Checchi Capital Advisers reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Checchi Capital Advisers sold 13,553 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $1.52M.
Checchi Capital Advisers first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 2 quarters.
Checchi Capital Advisers's Vanguard High Dividend Yield ETF position peaked at $1.52M in Q1 2022.
1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Checchi Capital Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.