Suncoast Equity Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Suncoast Equity 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
2023 Q2	–	Sell	-1,930	Closed	-$204K	–	76
2023 Q1	$204K	Buy	+1,930	New	+$208K	0.03%	63
2022 Q3	–	Sell	-2,750	Closed	-$280K	–	56
2022 Q2	$280K	Hold	2,750	–	–	0.05%	53
2022 Q1	$309K	Hold	2,750	–	–	0.05%	53
2021 Q4	$308K	Hold	2,750	–	–	0.04%	40
2021 Q3	$284K	Hold	2,750	–	–	0.04%	41
2021 Q2	$288K	Hold	2,750	–	–	0.04%	41
2021 Q1	$278K	Hold	2,750	–	–	0.04%	41
2020 Q4	$252K	Hold	2,750	–	–	0.04%	41
2020 Q3	$223K	Hold	2,750	–	–	0.04%	36
2020 Q2	$217K	Buy	+2,750	New	+$214K	0.04%	38
2020 Q1	–	Sell	-2,750	Closed	-$258K	–	56
2019 Q4	$258K	Hold	2,750	–	–	0.05%	42
2019 Q3	$244K	Hold	2,750	–	–	0.05%	37
2019 Q2	$240K	Sell	2,750 -1,650	-38%	-$143K	0.05%	36
2019 Q1	$377K	Hold	4,400	–	–	0.08%	26
2018 Q4	$343K	Hold	4,400	–	–	0.09%	26
2018 Q3	$383K	Hold	4,400	–	–	0.09%	26
2018 Q2	$365K	Buy	4,400 +1,140	+35%	+$95.5K	0.09%	25
2018 Q1	$269K	Sell	3,260 -75	-2%	-$6.45K	0.07%	29
2017 Q4	$286K	Sell	3,335 -65	-2%	-$5.43K	0.08%	27
2017 Q3	$276K	Sell	3,400 -375	-10%	-$29.8K	0.08%	31
2017 Q2	$295K	Buy	+3,775	New	+$294K	0.09%	30

Other funds holding VYM

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 New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

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

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

Suncoast Equity Management's VYM Position: Q2 2023 in Review

Suncoast Equity Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 1,930 shares — an estimated $204K sold.

Suncoast Equity Management first reported a position in VYM in Q2 2017 and held it in 21 quarters. The position peaked at $383K in Q3 2018. 1,455 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Suncoast Equity Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Suncoast Equity Management sold 1,930 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $204K.
Suncoast Equity Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 21 quarters.
Suncoast Equity Management's Vanguard High Dividend Yield ETF position peaked at $383K in Q3 2018.
1,455 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Suncoast Equity Management's 13F filing for Q2 2023, filed 7 Aug 2023.