Garrison Point Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Garrison Point 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
2024 Q2	–	Sell	-5,830	Closed	-$705K	–	152
2024 Q1	$705K	Hold	5,830	–	–	0.45%	67
2023 Q4	$651K	Hold	5,830	–	–	0.46%	70
2023 Q3	$602K	Hold	5,830	–	–	0.47%	70
2023 Q2	$618K	Hold	5,830	–	–	0.45%	74
2023 Q1	$615K	Hold	5,830	–	–	0.46%	75
2022 Q4	$631K	Hold	5,830	–	–	0.52%	71
2022 Q3	$553K	Hold	5,830	–	–	0.49%	68
2022 Q2	$593K	Hold	5,830	–	–	0.49%	68
2022 Q1	$654K	Hold	5,830	–	–	0.46%	71
2021 Q4	$654K	Hold	5,830	–	–	0.43%	73
2021 Q3	$603K	Hold	5,830	–	–	0.44%	72
2021 Q2	$611K	Hold	5,830	–	–	0.44%	72
2021 Q1	$589K	Hold	5,830	–	–	0.46%	72
2020 Q4	$534K	Hold	5,830	–	–	0.43%	77
2020 Q3	$472K	Hold	5,830	–	–	0.43%	77
2020 Q2	$459K	Hold	5,830	–	–	0.45%	73
2020 Q1	$412K	Hold	5,830	–	–	0.5%	65
2019 Q4	$546K	Hold	5,830	–	–	0.5%	72
2019 Q3	$517K	Hold	5,830	–	–	0.51%	75
2019 Q2	$509K	Hold	5,830	–	–	0.51%	73
2019 Q1	$499K	Hold	5,830	–	–	0.52%	71
2018 Q4	$455K	Buy	+5,830	New	+$486K	0.56%	64

Other funds holding VYM

SLI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

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

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

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

Garrison Point Advisors's VYM Position: Q2 2024 in Review

Garrison Point Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 5,830 shares — an estimated $705K sold.

Garrison Point Advisors first reported a position in VYM in Q4 2018 and held it in 22 quarters. The position peaked at $705K in Q1 2024. 1,586 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Garrison Point Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Garrison Point Advisors sold 5,830 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $705K.
Garrison Point Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 22 quarters.
Garrison Point Advisors's Vanguard High Dividend Yield ETF position peaked at $705K in Q1 2024.
1,586 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Garrison Point Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.