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Strategic Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Strategic Asset 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
2022
Q3 		– Sell
-168
Closed -$17K – 632
2022
Q2 		$17K Buy
168
+17
+11% +$1.84K 0.03% 303
2022
Q1 		$17K Buy
+151
New +$16.8K 0.02% 312

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Asset Management's VYM Position: Q3 2022 in Review

Strategic Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2022, closing a stake of 168 shares — an estimated $17K sold.

Strategic Asset Management first reported a position in VYM in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 1,321 funds tracked by Wall St. Rank hold VYM as of Q3 2022.

  • Strategic Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Asset Management sold 168 Vanguard High Dividend Yield ETF shares in Q3 2022, an estimated $17K.
  • Strategic Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 2 quarters.
  • Strategic Asset Management's Vanguard High Dividend Yield ETF position peaked at $17K in Q2 2022.
  • 1,321 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.