First Capital Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Capital Advisors Group’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
2023 Q2	$129K	Buy	+1,221	New	+$128K	0.07%	189
2018 Q2	–	Sell	-1,415	Closed	-$117K	–	756
2018 Q1	$117K	Buy	+1,415	New	+$122K	0.07%	200
2017 Q1	–	Sell	-3,170	Closed	-$240K	–	134
2016 Q4	$240K	Buy	+3,170	New	+$233K	0.22%	95

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Capital Advisors Group's VYM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2023: 1,221 shares worth $129K. The stake represents 0.07% of the portfolio and ranks #189 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in VYM as recently as Q1 2018.

First Capital Advisors Group first reported a position in VYM in Q4 2016 and has held it in 3 quarters since. The position peaked at $240K in Q4 2016. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

First Capital Advisors Group held 1,221 shares of Vanguard High Dividend Yield ETF worth $129K as of Q2 2023.
Vanguard High Dividend Yield ETF was a new First Capital Advisors Group position in Q2 2023.
Vanguard High Dividend Yield ETF made up 0.07% of First Capital Advisors Group's portfolio in Q2 2023, its #189 holding.
First Capital Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 3 quarters since.
First Capital Advisors Group's Vanguard High Dividend Yield ETF position peaked at $240K in Q4 2016.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.