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

Curated Wealth Partners’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	-37,634	Closed	-$4.31M	–	269
2023 Q4	$4.2M	Sell	37,634 -33,959	-47%	-$3.57M	0.69%	11
2023 Q3	$7.4M	Sell	71,593 -26,755	-27%	-$2.87M	1.35%	7
2023 Q2	$10.4M	Sell	98,348 -3,149	-3%	-$330K	2.03%	4
2023 Q1	$10.7M	Buy	101,497 +14,291	+16%	+$1.54M	2.41%	4
2022 Q4	$9.44M	Buy	87,206 +24,236	+38%	+$2.58M	2.29%	4
2022 Q3	$5.97M	Buy	62,970 +36,825	+141%	+$3.83M	1.76%	5
2022 Q2	$2.66M	Buy	+26,145	New	+$2.83M	0.78%	10

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Curated Wealth Partners's VYM Position: Q1 2024 in Review

Curated Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 37,634 shares — an estimated $4.31M sold.

Curated Wealth Partners first reported a position in VYM in Q2 2022 and held it in 7 quarters. The position peaked at $10.7M in Q1 2023. 1,606 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

Curated Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 37,634 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $4.31M.
Curated Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 7 quarters.
Curated Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $10.7M in Q1 2023.
1,606 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.