Personal Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Personal Capital Advisors’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	$419K	Sell	3,872 -2,240	-37%	-$238K	﹤0.01%	328
2022 Q3	$580K	Buy	6,112 +2,915	+91%	+$303K	﹤0.01%	270
2022 Q2	$325K	Buy	3,197 +18	+0.6%	+$1.95K	﹤0.01%	334
2022 Q1	$357K	Sell	3,179 -3,668	-54%	-$409K	﹤0.01%	354
2021 Q4	$745K	Buy	6,847 +3,438	+101%	+$374K	﹤0.01%	282
2021 Q3	$352K	Sell	3,409 -754	-18%	-$79.7K	﹤0.01%	370
2021 Q2	$436K	Buy	4,163 +81	+2%	+$8.51K	﹤0.01%	330
2021 Q1	$413K	Buy	4,082 +442	+12%	+$42.6K	﹤0.01%	333
2020 Q4	$333K	Sell	3,640 -2,393	-40%	-$208K	﹤0.01%	367
2020 Q3	$488K	Buy	6,033 +1,954	+48%	+$160K	﹤0.01%	286
2020 Q2	$321K	Sell	4,079 -2,403	-37%	-$187K	﹤0.01%	280
2020 Q1	$372K	Buy	6,482 +3,553	+121%	+$305K	﹤0.01%	268
2019 Q4	$274K	Buy	2,929 +516	+21%	+$46.8K	﹤0.01%	342
2019 Q3	$214K	Sell	2,413 -667	-22%	-$58.4K	﹤0.01%	343
2019 Q2	$269K	Buy	+3,080	New	+$266K	﹤0.01%	281
2018 Q1	–	Sell	-3,076	Closed	-$263K	–	279
2017 Q4	$263K	Buy	+3,076	New	+$257K	﹤0.01%	216
2017 Q1	–	Sell	-3,071	Closed	-$233K	–	218
2016 Q4	$233K	Buy	+3,071	New	+$225K	0.01%	165

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 22.96% 1-Year Est. Return

RJA

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

Personal Capital Advisors's VYM Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q4 2022, selling an estimated $238K and leaving 3,872 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Personal Capital Advisors first reported a position in VYM in Q4 2016 and has held it in 17 quarters since. The position peaked at $745K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Personal Capital Advisors held 3,872 shares of Vanguard High Dividend Yield ETF worth $419K as of Q4 2022.
Personal Capital Advisors sold 2,240 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $238K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #328 holding.
Personal Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 17 quarters since.
Personal Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $745K in Q4 2021.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.