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Community Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Community Bank’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
Q1 		– Sell
-275
Closed -$29.8K – 486
2022
Q4 		$29.8K Sell
275
-200
-42% -$21.3K ﹤0.01% 313
2022
Q3 		$45K Sell
475
-262
-36% -$27.2K 0.01% 292
2022
Q2 		$75K Sell
737
-175
-19% -$19K 0.01% 272
2022
Q1 		$102K Sell
912
-156
-15% -$17.4K 0.01% 257
2021
Q4 		$119K Sell
1,068
-250
-19% -$27.2K 0.01% 258
2021
Q3 		$136K Sell
1,318
-38
-3% -$4.02K 0.02% 258
2021
Q2 		$142K Sell
1,356
-150
-10% -$15.8K 0.02% 255
2021
Q1 		$152K Buy
1,506
+156
+12% +$15K 0.02% 249
2020
Q4 		$124K Sell
1,350
-87
-6% -$7.56K 0.02% 259
2020
Q3 		$116K Sell
1,437
-795
-36% -$65.1K 0.02% 256
2020
Q2 		$176K Buy
+2,232
New +$174K 0.03% 237
2015
Q2 		– Sell
-250
Closed -$17K – 372
2015
Q1 		$17K Hold
250
– – ﹤0.01% 281
2014
Q4 		$17K Buy
+250
New +$17K ﹤0.01% 285

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Community Bank's VYM Position: Q1 2023 in Review

Community Bank sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 275 shares — an estimated $29.8K sold.

Community Bank first reported a position in VYM in Q4 2014 and held it in 13 quarters. The position peaked at $176K in Q2 2020. 1,436 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Community Bank reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Community Bank sold 275 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $29.8K.
  • Community Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 13 quarters.
  • Community Bank's Vanguard High Dividend Yield ETF position peaked at $176K in Q2 2020.
  • 1,436 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Community Bank's 13F filing for Q1 2023, filed 20 Apr 2023.