Palisades Hudson Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Palisades Hudson Asset 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
2022 Q2	–	Sell	-1,945	Closed	-$218K	–	113
2022 Q1	$218K	Buy	+1,945	New	+$217K	0.1%	107
2017 Q3	–	Sell	-2,833	Closed	-$221K	–	113
2017 Q2	$221K	Buy	+2,833	New	+$221K	0.13%	105

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Palisades Hudson Asset Management's VYM Position: Q2 2022 in Review

Palisades Hudson Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 1,945 shares — an estimated $218K sold.

Palisades Hudson Asset Management first reported a position in VYM in Q2 2017 and held it in 2 quarters. The position peaked at $221K in Q2 2017. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Palisades Hudson Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Palisades Hudson Asset Management sold 1,945 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $218K.
Palisades Hudson Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 2 quarters.
Palisades Hudson Asset Management's Vanguard High Dividend Yield ETF position peaked at $221K in Q2 2017.
1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.