Probity Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Probity 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
2023 Q3	–	Sell	-3,300	Closed	-$350K	–	189
2023 Q2	$350K	Buy	+3,300	New	+$346K	0.08%	149
2021 Q4	–	Sell	-3,300	Closed	-$341K	–	206
2021 Q3	$341K	Buy	+3,300	New	+$349K	0.07%	165

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 22.96% 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

Probity Advisors's VYM Position: Q3 2023 in Review

Probity Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 3,300 shares — an estimated $350K sold.

Probity Advisors first reported a position in VYM in Q3 2021 and held it in 2 quarters. The position peaked at $350K in Q2 2023. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Probity Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Probity Advisors sold 3,300 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $350K.
Probity Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 2 quarters.
Probity Advisors's Vanguard High Dividend Yield ETF position peaked at $350K in Q2 2023.
1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Probity Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.