TD Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TD Capital 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 Q4	–	Sell	-797	Closed	-$82.3K	–	434
2023 Q3	$82.3K	Buy	797 +6	+0.8%	+$644	0.01%	139
2023 Q2	$83.9K	Buy	791 +7	+0.9%	+$734	0.01%	141
2023 Q1	$82.8K	Buy	784 +5	+0.6%	+$538	0.01%	138
2022 Q4	$84.3K	Buy	+779	New	+$82.9K	0.01%	130

Other funds holding VYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Capital Management's VYM Position: Q4 2023 in Review

TD Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 797 shares — an estimated $82.3K sold.

TD Capital Management first reported a position in VYM in Q4 2022 and held it in 4 quarters. The position peaked at $84.3K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

TD Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 797 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $82.3K.
TD Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 4 quarters.
TD Capital Management's Vanguard High Dividend Yield ETF position peaked at $84.3K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.