Intersect Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Intersect Capital’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	-1,827	Closed	-$205K	–	449
2022 Q1	$205K	Buy	+1,827	New	+$204K	0.04%	413
2021 Q4	–	Sell	-2,878	Closed	-$297K	–	462
2021 Q3	$297K	Buy	2,878 +329	+13%	+$34.8K	0.05%	285
2021 Q2	$267K	Buy	2,549 +240	+10%	+$25.2K	0.05%	282
2021 Q1	$233K	Buy	2,309 +1	+0%	+$96	0.05%	288
2020 Q4	$211K	Buy	+2,308	New	+$200K	0.05%	266

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

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

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

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

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

RJA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Intersect Capital's VYM Position: Q2 2022 in Review

Intersect Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 1,827 shares — an estimated $205K sold.

Intersect Capital first reported a position in VYM in Q4 2020 and held it in 5 quarters. The position peaked at $297K in Q3 2021. 1,326 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Intersect Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 1,827 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $205K.
Intersect Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 5 quarters.
Intersect Capital's Vanguard High Dividend Yield ETF position peaked at $297K in Q3 2021.
1,326 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.