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Tilia Fiduciary Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-130
Closed -$13.8K – 496
2023
Q2 		$13.8K Hold
130
– – 0.01% 343
2023
Q1 		$13.7K Hold
130
– – 0.01% 344
2022
Q4 		$14.1K Sell
130
-166
-56% -$17.7K 0.01% 334
2022
Q3 		$29K Buy
296
+166
+128% +$17.3K 0.03% 249
2022
Q2 		$13K Hold
130
– – 0.01% 361
2022
Q1 		$15K Buy
+130
New +$14.5K 0.01% 365

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
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
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

Tilia Fiduciary Partners's VYM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 130 shares — an estimated $13.8K sold.

Tilia Fiduciary Partners first reported a position in VYM in Q1 2022 and held it in 6 quarters. The position peaked at $29K in Q3 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 130 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $13.8K.
  • Tilia Fiduciary Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 6 quarters.
  • Tilia Fiduciary Partners's Vanguard High Dividend Yield ETF position peaked at $29K in Q3 2022.
  • 1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.