Ten Capital Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ten Capital Wealth Advisors’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	-417	Closed	-$44K	–	537
2023 Q1	$44K	Sell	417 -385	-48%	-$41.4K	0.01%	235
2022 Q4	$86.8K	Buy	802 +712	+791%	+$75.8K	0.03%	139
2022 Q3	$9K	Buy	+90	New	+$9.36K	﹤0.01%	325
2021 Q1	–	Sell	-23	Closed	-$2K	–	404
2020 Q4	$2K	Buy	+23	New	+$2K	﹤0.01%	337

Other funds holding VYM

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 New York $1.66T AUM 25.57% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Ten Capital Wealth Advisors's VYM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 417 shares — an estimated $44K sold.

Ten Capital Wealth Advisors first reported a position in VYM in Q4 2020 and held it in 4 quarters. The position peaked at $86.8K in Q4 2022. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 417 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $44K.
Ten Capital Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $86.8K in Q4 2022.
1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.