TCWP’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TCWP’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 Q2	–	Sell	-1,432	Closed	-$160K	–	1726
2022 Q1	$160K	Buy	+1,432	New	+$160K	0.03%	285

Other funds holding VYM

SLI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TCWP's VYM Position: Q2 2022 in Review

TCWP sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 1,432 shares — an estimated $160K sold.

TCWP first reported a position in VYM in Q1 2022 and held it in 1 quarter. The position peaked at $160K in Q1 2022. 1,326 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

TCWP reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,432 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $160K.
TCWP first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard High Dividend Yield ETF position peaked at $160K in Q1 2022.
1,326 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.