Madison Park Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Madison Park Capital 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
2024 Q4	–	Sell	-3,692	Closed	-$473K	–	81
2024 Q3	$473K	Buy	3,692 +17	+0.5%	+$2.1K	0.35%	39
2024 Q2	$436K	Buy	3,675 +20	+0.5%	+$2.37K	0.36%	39
2024 Q1	$442K	Buy	3,655 +13	+0.4%	+$1.49K	0.39%	39
2023 Q4	$407K	Buy	+3,642	New	+$383K	0.39%	37

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Madison Park Capital Advisors's VYM Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 3,692 shares — an estimated $473K sold.

Madison Park Capital Advisors first reported a position in VYM in Q4 2023 and held it in 4 quarters. The position peaked at $473K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Madison Park Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
Madison Park Capital Advisors sold 3,692 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $473K.
Madison Park Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 4 quarters.
Madison Park Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $473K in Q3 2024.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.