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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
Q2 		– Sell
-5,609
Closed -$679K – 261
2024
Q1 		$679K Buy
+5,609
New +$643K 0.1% 67

Other funds holding VYM

SLI
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 22.96% 1-Year Est. Return
Wells Fargo
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
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
Vanguard Group
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.