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Kingsbury Capital Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		$1.34M Buy
14,144
+3,191
+29% +$332K 2.05% 11
2022
Q2 		$1.11M Buy
10,953
+1,701
+18% +$184K 1.53% 11
2022
Q1 		$1.04M Buy
+9,252
New +$1.03M 1.14% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingsbury Capital Investment Advisors's VYM Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 29% in Q3 2022, buying an estimated $332K and bringing the position to 14,144 shares worth $1.34M. The position accounts for 2.05% of the portfolio, ranked #11.

Kingsbury Capital Investment Advisors first reported a position in VYM in Q1 2022 and has held it in 3 quarters since. 1,322 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 14,144 shares of Vanguard High Dividend Yield ETF worth $1.34M as of Q3 2022.
  • Kingsbury Capital Investment Advisors bought 3,191 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $332K.
  • Vanguard High Dividend Yield ETF made up 2.05% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #11 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.