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NexWave Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

NexWave Capital Partners’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
2021
Q4 		$1.15M Sell
10,255
-6,475
-39% -$704K 2.66% 13
2021
Q3 		$1.73M Buy
16,730
+6,475
+63% +$685K 4.45% 7
2021
Q2 		$1.07M Buy
10,255
+6,000
+141% +$630K 2.06% 14
2021
Q1 		$430K Buy
+4,255
New +$410K 0.54% 34

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NexWave Capital Partners's VYM Position: Q4 2021 in Review

NexWave Capital Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 39% in Q4 2021, selling an estimated $704K and leaving 10,255 shares worth $1.15M. The position accounts for 2.66% of the portfolio, ranked #13.

NexWave Capital Partners first reported a position in VYM in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.73M in Q3 2021. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

  • NexWave Capital Partners held 10,255 shares of Vanguard High Dividend Yield ETF worth $1.15M as of Q4 2021.
  • NexWave Capital Partners sold 6,475 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $704K.
  • Vanguard High Dividend Yield ETF made up 2.66% of NexWave Capital Partners's portfolio in Q4 2021, its #13 holding.
  • NexWave Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 4 quarters since.
  • NexWave Capital Partners's Vanguard High Dividend Yield ETF position peaked at $1.73M in Q3 2021.
  • 1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on NexWave Capital Partners's 13F filing for Q4 2021, filed 10 Feb 2022.