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Planning Capital Management Corporation’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-935
Closed -$104K – 710
2023
Q4 		$104K Buy
+935
New +$98.2K 0.08% 132

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Planning Capital Management Corporation's VYM Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2024, closing a stake of 935 shares — an estimated $104K sold.

Planning Capital Management Corporation first reported a position in VYM in Q4 2023 and held it in 1 quarter. The position peaked at $104K in Q4 2023. 1,601 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 935 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $104K.
  • Planning Capital Management Corporation first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Vanguard High Dividend Yield ETF position peaked at $104K in Q4 2023.
  • 1,601 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.