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

SLI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Prio Wealth Limited Partnership's VYM Position: Q3 2023 in Review

Prio Wealth Limited Partnership sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,410 shares — an estimated $256K sold.

Prio Wealth Limited Partnership first reported a position in VYM in Q3 2020 and held it in 12 quarters. The position peaked at $606K in Q3 2022. 1,446 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Prio Wealth Limited Partnership reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Prio Wealth Limited Partnership sold 2,410 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $256K.
Prio Wealth Limited Partnership first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 12 quarters.
Prio Wealth Limited Partnership's Vanguard High Dividend Yield ETF position peaked at $606K in Q3 2022.
1,446 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2023, filed 31 Oct 2023.