CPA
VYM icon

Court Place Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Court Place Advisors’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
Q4 		– Sell
-4,419
Closed -$419K – 171
2022
Q3 		$419K Buy
4,419
+26
+0.6% +$2.7K 0.17% 107
2022
Q2 		$447K Sell
4,393
-271
-6% -$29.4K 0.17% 106
2022
Q1 		$524K Buy
4,664
+20
+0.4% +$2.23K 0.17% 105
2021
Q4 		$521K Buy
4,644
+29
+0.6% +$3.15K 0.14% 113
2021
Q3 		$477K Buy
4,615
+24
+0.5% +$2.54K 0.14% 114
2021
Q2 		$481K Buy
4,591
+24
+0.5% +$2.52K 0.14% 119
2021
Q1 		$462K Buy
4,567
+22
+0.5% +$2.12K 0.14% 112
2020
Q4 		$416K Sell
4,545
-31
-0.7% -$2.69K 0.14% 116
2020
Q3 		$370K Buy
4,576
+87
+2% +$7.13K 0.14% 112
2020
Q2 		$354K Buy
4,489
+35
+0.8% +$2.72K 0.14% 116
2020
Q1 		$315K Buy
4,454
+25
+0.6% +$2.15K 0.14% 120
2019
Q4 		$415K Buy
4,429
+26
+0.6% +$2.36K 0.15% 124
2019
Q3 		$391K Buy
4,403
+28
+0.6% +$2.45K 0.15% 122
2019
Q2 		$382K Buy
4,375
+22
+0.5% +$1.9K 0.15% 124
2019
Q1 		$373K Sell
4,353
-600
-12% -$50.1K 0.15% 121
2018
Q4 		$386K Buy
4,953
+64
+1% +$5.34K 0.18% 115
2018
Q3 		$426K Hold
4,889
– – 0.16% 116
2018
Q2 		$406K Buy
4,889
+211
+5% +$17.7K 0.17% 114
2018
Q1 		$386K Buy
4,678
+472
+11% +$40.6K 0.16% 116
2017
Q4 		$360K Buy
4,206
+25
+0.6% +$2.09K 0.15% 122
2017
Q3 		$339K Buy
4,181
+41
+1% +$3.25K 0.15% 123
2017
Q2 		$324K Buy
4,140
+25
+0.6% +$1.95K 0.15% 123
2017
Q1 		$320K Buy
4,115
+115
+3% +$8.88K 0.16% 117
2016
Q4 		$303K Buy
+4,000
New +$294K 0.16% 116

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
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Court Place Advisors's VYM Position: Q4 2022 in Review

Court Place Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 4,419 shares — an estimated $419K sold.

Court Place Advisors first reported a position in VYM in Q4 2016 and held it in 24 quarters. The position peaked at $524K in Q1 2022. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • Court Place Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Court Place Advisors sold 4,419 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $419K.
  • Court Place Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 24 quarters.
  • Court Place Advisors's Vanguard High Dividend Yield ETF position peaked at $524K in Q1 2022.
  • 1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Court Place Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.