Connectus Wealth
VYM icon

Connectus Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-4,980
Closed -$556K – 526
2023
Q4 		$556K Sell
4,980
-4,342
-47% -$456K 0.01% 396
2023
Q3 		$963K Buy
+9,322
New +$1M 0.02% 314

Other funds holding VYM

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Connectus Wealth's VYM Position: Q1 2024 in Review

Connectus Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 4,980 shares — an estimated $556K sold.

Connectus Wealth first reported a position in VYM in Q3 2023 and held it in 2 quarters. The position peaked at $963K in Q3 2023. 1,607 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • Connectus Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 4,980 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $556K.
  • Connectus Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and held it in 2 quarters.
  • Connectus Wealth's Vanguard High Dividend Yield ETF position peaked at $963K in Q3 2023.
  • 1,607 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.