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Iowa State Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Iowa State Bank’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
-2,378
Closed -$267K – 121
2022
Q1 		$267K Hold
2,378
– – 0.06% 106
2021
Q4 		$267K Buy
+2,378
New +$259K 0.06% 112

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Iowa State Bank's VYM Position: Q2 2022 in Review

Iowa State Bank sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 2,378 shares — an estimated $267K sold.

Iowa State Bank first reported a position in VYM in Q4 2021 and held it in 2 quarters. The position peaked at $267K in Q1 2022. 1,326 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

  • Iowa State Bank reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Iowa State Bank sold 2,378 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $267K.
  • Iowa State Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 2 quarters.
  • Iowa State Bank's Vanguard High Dividend Yield ETF position peaked at $267K in Q1 2022.
  • 1,326 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Iowa State Bank's 13F filing for Q2 2022, filed 5 Aug 2022.