Meitav Investment House’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meitav Investment House’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
2023 Q3	–	Sell	-6,064	Closed	-$638K	–	519
2023 Q2	$638K	Sell	6,064 -4,307	-42%	-$452K	0.01%	258
2023 Q1	$1.08M	Buy	10,371 +7,691	+287%	+$827K	0.02%	221
2022 Q4	$291K	Hold	2,680	–	–	0.01%	330
2022 Q3	$258K	Sell	2,680 -1,523	-36%	-$158K	﹤0.01%	333
2022 Q2	$427K	Buy	4,203 +2,168	+107%	+$235K	0.01%	284
2022 Q1	$228K	Buy	+2,035	New	+$227K	﹤0.01%	361

Other funds holding VYM

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Meitav Investment House's VYM Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 6,064 shares — an estimated $638K sold.

Meitav Investment House first reported a position in VYM in Q1 2022 and held it in 6 quarters. The position peaked at $1.08M in Q1 2023. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Meitav Investment House reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 6,064 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $638K.
Meitav Investment House first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 6 quarters.
Meitav Investment House's Vanguard High Dividend Yield ETF position peaked at $1.08M in Q1 2023.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.