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

Providence Capital 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
2024
Q4 		– Sell
-46
Closed -$5.9K – 341
2024
Q3 		$5.9K Hold
46
– – ﹤0.01% 278
2024
Q2 		$5.46K Hold
46
– – ﹤0.01% 273
2024
Q1 		$5.57K Buy
+46
New +$5.27K ﹤0.01% 265
2023
Q4 		– Sell
-238
Closed -$24.6K – 378
2023
Q3 		$24.6K Buy
+238
New +$25.5K 0.01% 193
2020
Q2 		– Sell
-865
Closed -$61K – 263
2020
Q1 		$61K Buy
+865
New +$74.3K 0.04% 107

Other funds holding VYM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SLI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Providence Capital Advisors's VYM Position: Q4 2024 in Review

Providence Capital Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2024, closing a stake of 46 shares — an estimated $5.9K sold.

Providence Capital Advisors first reported a position in VYM in Q1 2020 and held it in 5 quarters. The position peaked at $61K in Q1 2020. 1,797 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

  • Providence Capital Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 46 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $5.9K.
  • Providence Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and held it in 5 quarters.
  • Providence Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $61K in Q1 2020.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.