Prosperity Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prosperity Wealth Management’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	-2,039	Closed	-$216K	–	184
2023 Q2	$216K	Hold	2,039	–	–	0.14%	120
2023 Q1	$215K	Sell	2,039 -6	-0.3%	-$645	0.17%	111
2022 Q4	$221K	Buy	+2,045	New	+$218K	0.21%	104

Other funds holding VYM

SLI

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

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 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 Overland Park, Kansas $147B AUM 18.73% 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 $432B AUM 30.22% 1-Year Est. Return

RJA

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

Prosperity Wealth Management's VYM Position: Q3 2023 in Review

Prosperity Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 2,039 shares — an estimated $216K sold.

Prosperity Wealth Management first reported a position in VYM in Q4 2022 and held it in 3 quarters. The position peaked at $221K in Q4 2022. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

Prosperity Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Prosperity Wealth Management sold 2,039 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $216K.
Prosperity Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 3 quarters.
Prosperity Wealth Management's Vanguard High Dividend Yield ETF position peaked at $221K in Q4 2022.
1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Prosperity Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.