Quest Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quest Capital 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
2021 Q4	$549K	Buy	4,896 +712	+17%	+$77.5K	0.09%	141
2021 Q3	$432K	Hold	4,184	–	–	0.08%	152
2021 Q2	$438K	Hold	4,184	–	–	0.09%	154
2021 Q1	$423K	Hold	4,184	–	–	0.09%	141
2020 Q4	$383K	Hold	4,184	–	–	0.09%	141
2020 Q3	$339K	Hold	4,184	–	–	0.09%	136
2020 Q2	$330K	Buy	4,184 +917	+28%	+$71.3K	0.1%	128
2020 Q1	$231K	Hold	3,267	–	–	0.08%	149
2019 Q4	$306K	Hold	3,267	–	–	0.07%	154
2019 Q3	$290K	Sell	3,267 -221	-6%	-$19.3K	0.07%	160
2019 Q2	$305K	Hold	3,488	–	–	0.08%	145
2019 Q1	$299K	Sell	3,488 -3,276	-48%	-$274K	0.07%	152
2018 Q4	$528K	Buy	+6,764	New	+$564K	0.15%	71

Other funds holding VYM

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quest Capital Management's VYM Position: Q4 2021 in Review

Quest Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q4 2021, buying an estimated $77.5K and bringing the position to 4,896 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #141.

Quest Capital Management first reported a position in VYM in Q4 2018 and has held it in 13 quarters since. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Quest Capital Management held 4,896 shares of Vanguard High Dividend Yield ETF worth $549K as of Q4 2021.
Quest Capital Management bought 712 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $77.5K.
Vanguard High Dividend Yield ETF made up 0.09% of Quest Capital Management's portfolio in Q4 2021, its #141 holding.
Quest Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 13 quarters since.
1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.