Peoples Bank (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Peoples Bank (Ohio)’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 Q1	–	Sell	-2,109	Closed	-$228K	–	129
2022 Q4	$228K	Buy	+2,109	New	+$224K	0.15%	110
2021 Q1	–	Sell	-2,361	Closed	-$216K	–	115
2020 Q4	$216K	Buy	+2,361	New	+$205K	0.13%	98
2020 Q3	–	Sell	-22,108	Closed	-$1.74M	–	100
2020 Q2	$1.74M	Buy	22,108 +1,623	+8%	+$126K	1.23%	19
2020 Q1	$1.45M	Buy	20,485 +1,473	+8%	+$127K	1.19%	18
2019 Q4	$1.78M	Buy	19,012 +1,254	+7%	+$114K	1.1%	18
2019 Q3	$1.58M	Buy	17,758 +413	+2%	+$36.1K	1.01%	21
2019 Q2	$1.52M	Sell	17,345 -1,436	-8%	-$124K	0.96%	21
2019 Q1	$1.61M	Sell	18,781 -133	-0.7%	-$11.1K	1.02%	21
2018 Q4	$1.48M	Sell	18,914 -2,083	-10%	-$174K	0.99%	22
2018 Q3	$1.83M	Buy	20,997 +121	+0.6%	+$10.5K	1.06%	19
2018 Q2	$1.73M	Buy	20,876 +3,790	+22%	+$317K	1.01%	20
2018 Q1	$1.41M	Sell	17,086 -4,397	-20%	-$378K	0.83%	21
2017 Q4	$1.84M	Sell	21,483 -191	-0.9%	-$16K	1.05%	19
2017 Q3	$1.76M	Sell	21,674 -656	-3%	-$52.1K	0.96%	19
2017 Q2	$1.75M	Sell	22,330 -712	-3%	-$55.5K	0.98%	18
2017 Q1	$1.79M	Sell	23,042 -1,174	-5%	-$90.6K	1.01%	18
2016 Q4	$1.83M	Sell	24,216 -1,468	-6%	-$108K	1.06%	18
2016 Q3	$1.85M	Sell	25,684 -212	-0.8%	-$15.4K	1.15%	18
2016 Q2	$1.85M	Buy	25,896 +1,032	+4%	+$72.1K	1.16%	19
2016 Q1	$1.72M	Buy	24,864 +10,671	+75%	+$699K	1.1%	20
2015 Q4	$947K	Buy	+14,193	New	+$952K	0.56%	26

Other funds holding VYM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Peoples Bank (Ohio)'s VYM Position: Q1 2023 in Review

Peoples Bank (Ohio) sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 2,109 shares — an estimated $228K sold.

Peoples Bank (Ohio) first reported a position in VYM in Q4 2015 and held it in 21 quarters. The position peaked at $1.85M in Q3 2016. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Peoples Bank (Ohio) reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Peoples Bank (Ohio) sold 2,109 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $228K.
Peoples Bank (Ohio) first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 21 quarters.
Peoples Bank (Ohio)'s Vanguard High Dividend Yield ETF position peaked at $1.85M in Q3 2016.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.