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Parkside Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parkside Investments’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
-2,292
Closed -$243K – 94
2023
Q2 		$243K Buy
2,292
+19
+0.8% +$1.99K 0.05% 82
2023
Q1 		$240K Buy
2,273
+16
+0.7% +$1.72K 0.05% 88
2022
Q4 		$244K Buy
2,257
+21
+0.9% +$2.23K 0.05% 87
2022
Q3 		$212K Buy
2,236
+16
+0.7% +$1.66K 0.05% 84
2022
Q2 		$225K Buy
2,220
+19
+0.9% +$2.06K 0.05% 85
2022
Q1 		$247K Buy
2,201
+13
+0.6% +$1.45K 0.05% 83
2021
Q4 		$245K Buy
2,188
+18
+0.8% +$1.96K 0.05% 81
2021
Q3 		$224K Buy
2,170
+16
+0.7% +$1.69K 0.05% 85
2021
Q2 		$225K Buy
2,154
+16
+0.7% +$1.68K 0.04% 85
2021
Q1 		$216K Buy
+2,138
New +$206K 0.05% 87
2018
Q4 		– Sell
-2,000
Closed -$174K – 166
2018
Q3 		$174K Buy
+2,000
New +$173K 0.08% 87
2018
Q1 		– Sell
-3,000
Closed -$257K – 104
2017
Q4 		$257K Hold
3,000
– – 0.13% 91
2017
Q3 		$243K Hold
3,000
– – 0.14% 83
2017
Q2 		$234K Buy
+3,000
New +$234K 0.15% 57

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Parkside Investments's VYM Position: Q3 2023 in Review

Parkside Investments sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,292 shares — an estimated $243K sold.

Parkside Investments first reported a position in VYM in Q2 2017 and held it in 14 quarters. The position peaked at $257K in Q4 2017. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Parkside Investments reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Parkside Investments sold 2,292 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $243K.
  • Parkside Investments first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 14 quarters.
  • Parkside Investments's Vanguard High Dividend Yield ETF position peaked at $257K in Q4 2017.
  • 1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Parkside Investments's 13F filing for Q3 2023, filed 10 Oct 2023.