Pin Oak Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pin Oak Investment 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
2024 Q2	–	Sell	-249	Closed	-$30K	–	492
2024 Q1	$30K	Hold	249	–	–	0.03%	229
2023 Q4	$28K	Hold	249	–	–	0.03%	229
2023 Q3	$26K	Hold	249	–	–	0.03%	221
2023 Q2	$26K	Hold	249	–	–	0.03%	223
2023 Q1	$26K	Hold	249	–	–	0.03%	209
2022 Q4	$27K	Hold	249	–	–	0.03%	197
2022 Q3	$24K	Hold	249	–	–	0.03%	194
2022 Q2	$25K	Hold	249	–	–	0.03%	208
2022 Q1	$28K	Hold	249	–	–	0.03%	217
2021 Q4	$28K	Hold	249	–	–	0.03%	228
2021 Q3	$26K	Hold	249	–	–	0.03%	231
2021 Q2	$26K	Hold	249	–	–	0.03%	226
2021 Q1	$25K	Hold	249	–	–	0.02%	234
2020 Q4	$23K	Hold	249	–	–	0.02%	253
2020 Q3	$20K	Hold	249	–	–	0.02%	237
2020 Q2	$20K	Hold	249	–	–	0.02%	227
2020 Q1	$18K	Hold	249	–	–	0.02%	232
2019 Q4	$23K	Hold	249	–	–	0.02%	247
2019 Q3	$22K	Hold	249	–	–	0.02%	249
2019 Q2	$22K	Hold	249	–	–	0.02%	262
2019 Q1	$21K	Hold	249	–	–	0.02%	250
2018 Q4	$19K	Sell	249 -840	-77%	-$70.1K	0.02%	252
2018 Q3	$95K	Hold	1,089	–	–	0.07%	155
2018 Q2	$90K	Buy	1,089 +13	+1%	+$1.09K	0.07%	158
2018 Q1	$89K	Hold	1,076	–	–	0.07%	154
2017 Q4	$92K	Buy	+1,076	New	+$90K	0.07%	157

Other funds holding VYM

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

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

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pin Oak Investment Advisors's VYM Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 249 shares — an estimated $30K sold.

Pin Oak Investment Advisors first reported a position in VYM in Q4 2017 and held it in 26 quarters. The position peaked at $95K in Q3 2018. 1,592 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Pin Oak Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 249 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $30K.
Pin Oak Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 26 quarters.
Pin Oak Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $95K in Q3 2018.
1,592 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.