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Prostatis Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prostatis Group’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
2022
Q3 		– Sell
-3,106
Closed -$316K – 75
2022
Q2 		$316K Buy
+3,106
New +$337K 0.49% 21

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prostatis Group's VYM Position: Q3 2022 in Review

Prostatis Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 3,106 shares — an estimated $316K sold.

Prostatis Group first reported a position in VYM in Q2 2022 and held it in 1 quarter. The position peaked at $316K in Q2 2022. 1,321 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Prostatis Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Prostatis Group sold 3,106 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $316K.
  • Prostatis Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and held it in 1 quarter.
  • Prostatis Group's Vanguard High Dividend Yield ETF position peaked at $316K in Q2 2022.
  • 1,321 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Prostatis Group's 13F filing for Q3 2022, filed 23 Mar 2023.