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Stewart & Patten Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stewart & Patten Company’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
Q2 		– Sell
-2,400
Closed -$253K – 94
2023
Q1 		$253K Buy
+2,400
New +$258K 0.04% 77

Other funds holding VYM

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stewart & Patten Company's VYM Position: Q2 2023 in Review

Stewart & Patten Company sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 2,400 shares — an estimated $253K sold.

Stewart & Patten Company first reported a position in VYM in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 1,456 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Stewart & Patten Company reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Stewart & Patten Company sold 2,400 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $253K.
  • Stewart & Patten Company first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 1 quarter.
  • Stewart & Patten Company's Vanguard High Dividend Yield ETF position peaked at $253K in Q1 2023.
  • 1,456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Stewart & Patten Company's 13F filing for Q2 2023, filed 19 Jul 2023.