Pursue Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pursue Wealth Partners’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 Q4	–	Sell	-3,850	Closed	-$398K	–	102
2023 Q3	$398K	Sell	3,850 -2,727	-41%	-$293K	0.28%	64
2023 Q2	$698K	Sell	6,577 -119	-2%	-$12.5K	0.44%	55
2023 Q1	$706K	Buy	6,696 +3,078	+85%	+$331K	0.48%	52
2022 Q4	$392K	Sell	3,618 -593	-14%	-$63.1K	0.3%	69
2022 Q3	$400K	Buy	4,211 +1,848	+78%	+$192K	0.29%	74
2022 Q2	$240K	Buy	2,363 +1,376	+139%	+$149K	0.15%	100
2022 Q1	$111K	Buy	+987	New	+$110K	0.05%	155

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pursue Wealth Partners's VYM Position: Q4 2023 in Review

Pursue Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 3,850 shares — an estimated $398K sold.

Pursue Wealth Partners first reported a position in VYM in Q1 2022 and held it in 7 quarters. The position peaked at $706K in Q1 2023. 1,573 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Pursue Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Pursue Wealth Partners sold 3,850 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $398K.
Pursue Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 7 quarters.
Pursue Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $706K in Q1 2023.
1,573 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Pursue Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.