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Harrell Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Harrell Investment 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
2022
Q2 		– Sell
-4,594
Closed -$516K – 102
2022
Q1 		$516K Buy
+4,594
New +$512K 0.18% 73

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Creative Planning
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harrell Investment Partners's VYM Position: Q2 2022 in Review

Harrell Investment Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 4,594 shares — an estimated $516K sold.

Harrell Investment Partners first reported a position in VYM in Q1 2022 and held it in 1 quarter. The position peaked at $516K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

  • Harrell Investment Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Harrell Investment Partners sold 4,594 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $516K.
  • Harrell Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 1 quarter.
  • Harrell Investment Partners's Vanguard High Dividend Yield ETF position peaked at $516K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Harrell Investment Partners's 13F filing for Q2 2022, filed 15 Aug 2022.