PWM
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Peterson Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Peterson Wealth 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
2023
Q2 		– Sell
-19,475
Closed -$2.05M – 73
2023
Q1 		$2.05M Sell
19,475
-68
-0.3% -$7.31K 1.97% 13
2022
Q4 		$2.11M Sell
19,543
-5,996
-23% -$638K 2.16% 12
2022
Q3 		$2.42M Buy
25,539
+5,819
+30% +$605K 2.26% 11
2022
Q2 		$2.01M Buy
19,720
+598
+3% +$64.8K 2.59% 11
2022
Q1 		$2.15M Sell
19,122
-1,804
-9% -$201K 1.44% 21
2021
Q4 		$2.35M Buy
20,926
+997
+5% +$108K 1.57% 22
2021
Q3 		$2.06M Buy
19,929
+41
+0.2% +$4.33K 1.6% 20
2021
Q2 		$2.08M Buy
19,888
+8,536
+75% +$896K 1.63% 19
2021
Q1 		$1.15M Sell
11,352
-797
-7% -$76.9K 0.97% 28
2020
Q4 		$1.11M Sell
12,149
-330
-3% -$28.7K 0.9% 25
2020
Q3 		$1.01M Sell
12,479
-3,106
-20% -$254K 0.89% 26
2020
Q2 		$1.23M Sell
15,585
-201
-1% -$15.6K 1.22% 25
2020
Q1 		$1.12M Sell
15,786
-3,421
-18% -$294K 1.36% 24
2019
Q4 		$1.8M Buy
+19,207
New +$1.74M 1.64% 22

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peterson Wealth Management's VYM Position: Q2 2023 in Review

Peterson Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 19,475 shares — an estimated $2.05M sold.

Peterson Wealth Management first reported a position in VYM in Q4 2019 and held it in 14 quarters. The position peaked at $2.42M in Q3 2022. 1,455 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Peterson Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 19,475 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $2.05M.
  • Peterson Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 14 quarters.
  • Peterson Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.42M in Q3 2022.
  • 1,455 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Peterson Wealth Management's 13F filing for Q2 2023, filed 17 Aug 2023.