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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

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
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
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. 1,601 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.
  • 1,601 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.