Riverview Capital Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Riverview Capital Advisers’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 Q2	–	Sell	-1,000	Closed	-$112K	–	101
2022 Q1	$112K	Hold	1,000	–	–	0.05%	94
2021 Q4	$112K	Buy	+1,000	New	+$109K	0.05%	101

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Riverview Capital Advisers's VYM Position: Q2 2022 in Review

Riverview Capital Advisers sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 1,000 shares — an estimated $112K sold.

Riverview Capital Advisers first reported a position in VYM in Q4 2021 and held it in 2 quarters. The position peaked at $112K in Q1 2022. 1,326 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Riverview Capital Advisers reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Riverview Capital Advisers sold 1,000 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $112K.
Riverview Capital Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 2 quarters.
Riverview Capital Advisers's Vanguard High Dividend Yield ETF position peaked at $112K in Q1 2022.
1,326 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Riverview Capital Advisers's 13F filing for Q2 2022, filed 7 Feb 2023.