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

Osborne Partners 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
2021
Q3 		– Sell
-1,950
Closed -$204K – 202
2021
Q2 		$204K Buy
+1,950
New +$205K 0.02% 198

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osborne Partners Capital Management's VYM Position: Q3 2021 in Review

Osborne Partners Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 1,950 shares — an estimated $204K sold.

Osborne Partners Capital Management first reported a position in VYM in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 1,128 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Osborne Partners Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Osborne Partners Capital Management sold 1,950 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $204K.
  • Osborne Partners Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 1 quarter.
  • Osborne Partners Capital Management's Vanguard High Dividend Yield ETF position peaked at $204K in Q2 2021.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Osborne Partners Capital Management's 13F filing for Q3 2021, filed 25 Oct 2021.