Sageworth Trust Company of South Dakota’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sageworth Trust Company of South Dakota’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	-9,154	Closed	-$946K	–	46
2023 Q3	$946K	Buy	9,154 +552	+6%	+$59.2K	2.08%	16
2023 Q2	$912K	Buy	+8,602	New	+$902K	2.27%	14

Other funds holding VYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 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

Sageworth Trust Company of South Dakota's VYM Position: Q4 2023 in Review

Sageworth Trust Company of South Dakota sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 9,154 shares — an estimated $946K sold.

Sageworth Trust Company of South Dakota first reported a position in VYM in Q2 2023 and held it in 2 quarters. The position peaked at $946K in Q3 2023. 1,571 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

Sageworth Trust Company of South Dakota reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 9,154 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $946K.
Sageworth Trust Company of South Dakota first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 2 quarters.
Sageworth Trust Company of South Dakota's Vanguard High Dividend Yield ETF position peaked at $946K in Q3 2023.
1,571 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q4 2023, filed 23 Jan 2024.