Prio Wealth Limited Partnership’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prio Wealth Limited Partnership’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 Q3	–	Sell	-2,410	Closed	-$256K	–	255
2023 Q2	$256K	Sell	2,410 -20	-0.8%	-$2.1K	0.01%	224
2023 Q1	$256K	Hold	2,430	–	–	0.01%	225
2022 Q4	$263K	Sell	2,430 -3,952	-62%	-$421K	0.01%	223
2022 Q3	$606K	Buy	6,382 +1,750	+38%	+$182K	0.03%	167
2022 Q2	$471K	Hold	4,632	–	–	0.02%	188
2022 Q1	$520K	Hold	4,632	–	–	0.02%	187
2021 Q4	$519K	Hold	4,632	–	–	0.02%	197
2021 Q3	$479K	Hold	4,632	–	–	0.02%	200
2021 Q2	$485K	Hold	4,632	–	–	0.02%	198
2021 Q1	$468K	Hold	4,632	–	–	0.02%	194
2020 Q4	$424K	Hold	4,632	–	–	0.02%	201
2020 Q3	$375K	Buy	+4,632	New	+$379K	0.02%	189

Other funds holding VYM

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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