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Kings Point Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kings Point Capital Management’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
Q1 		$3.33M Sell
29,668
-479
-2% -$53.4K 0.29% 70
2021
Q4 		$3.38M Sell
30,147
-3,718
-11% -$405K 0.28% 72
2021
Q3 		$3.5M Sell
33,865
-84
-0.2% -$8.88K 0.31% 73
2021
Q2 		$3.56M Sell
33,949
-49
-0.1% -$5.14K 0.32% 73
2021
Q1 		$3.44M Sell
33,998
-10,060
-23% -$970K 0.34% 71
2020
Q4 		$4.03M Sell
44,058
-597
-1% -$51.9K 0.43% 64
2020
Q3 		$3.61M Sell
44,655
-703
-2% -$57.6K 0.45% 61
2020
Q2 		$3.57M Sell
45,358
-3,954
-8% -$307K 0.52% 56
2020
Q1 		$3.49M Sell
49,312
-13,268
-21% -$1.14M 0.61% 55
2019
Q4 		$5.86M Buy
62,580
+900
+1% +$81.6K 0.86% 45
2019
Q3 		$5.47M Buy
61,680
+127
+0.2% +$11.1K 0.93% 44
2019
Q2 		$5.38M Sell
61,553
-67
-0.1% -$5.79K 0.98% 43
2019
Q1 		$5.28M Sell
61,620
-3,071
-5% -$257K 1.05% 39
2018
Q4 		$5.04M Sell
64,691
-4,510
-7% -$376K 1.13% 39
2018
Q3 		$6.03M Sell
69,201
-391
-0.6% -$33.8K 1.12% 33
2018
Q2 		$5.78M Sell
69,592
-16,812
-19% -$1.41M 1.14% 37
2018
Q1 		$7.13M Sell
86,404
-4,444
-5% -$382K 1.44% 22
2017
Q4 		$7.78M Sell
90,848
-1,588
-2% -$133K 1.63% 17
2017
Q3 		$7.49M Buy
92,436
+2,379
+3% +$189K 1.67% 18
2017
Q2 		$7.04M Sell
90,057
-17,985
-17% -$1.4M 1.64% 19
2017
Q1 		$8.39M Buy
108,042
+12,002
+12% +$926K 1.97% 11
2016
Q4 		$7.28M Buy
96,040
+89,758
+1,429% +$6.59M 1.8% 20
2016
Q3 		$453K Buy
6,282
+5,582
+797% +$406K 0.12% 86
2016
Q2 		$50K Buy
+700
New +$48.9K 0.01% 183

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's VYM Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2022, selling an estimated $53.4K and leaving 29,668 shares worth $3.33M. The position accounts for 0.29% of the portfolio, ranked #70.

Kings Point Capital Management first reported a position in VYM in Q2 2016 and has held it in 24 quarters since. The position peaked at $8.39M in Q1 2017. 1,341 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

  • Kings Point Capital Management held 29,668 shares of Vanguard High Dividend Yield ETF worth $3.33M as of Q1 2022.
  • Kings Point Capital Management sold 479 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $53.4K.
  • Vanguard High Dividend Yield ETF made up 0.29% of Kings Point Capital Management's portfolio in Q1 2022, its #70 holding.
  • Kings Point Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 24 quarters since.
  • Kings Point Capital Management's Vanguard High Dividend Yield ETF position peaked at $8.39M in Q1 2017.
  • 1,341 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.