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Shilanski & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Shilanski & Associates’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
Q4 		– Sell
-6,823
Closed -$647K – 219
2022
Q3 		$647K Buy
+6,823
New +$710K 0.24% 53

Other funds holding VYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shilanski & Associates's VYM Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 6,823 shares — an estimated $647K sold.

Shilanski & Associates first reported a position in VYM in Q3 2022 and held it in 1 quarter. The position peaked at $647K in Q3 2022. 1,466 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 6,823 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $647K.
  • Shilanski & Associates first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Vanguard High Dividend Yield ETF position peaked at $647K in Q3 2022.
  • 1,466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.