Parcion Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parcion Private Wealth’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 Q4	–	Sell	-3,418	Closed	-$324K	–	224
2022 Q3	$324K	Hold	3,418	–	–	0.04%	168
2022 Q2	$353K	Buy	+3,418	New	+$370K	0.03%	178

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Parcion Private Wealth's VYM Position: Q4 2022 in Review

Parcion Private Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 3,418 shares — an estimated $324K sold.

Parcion Private Wealth first reported a position in VYM in Q2 2022 and held it in 2 quarters. The position peaked at $353K in Q2 2022. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Parcion Private Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Parcion Private Wealth sold 3,418 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $324K.
Parcion Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 2 quarters.
Parcion Private Wealth's Vanguard High Dividend Yield ETF position peaked at $353K in Q2 2022.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Parcion Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.