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Transparent Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Transparent Wealth 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
2022
Q2 		– Sell
-7,631
Closed -$857K – 59
2022
Q1 		$857K Buy
+7,631
New +$851K 0.72% 25

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Transparent Wealth Partners's VYM Position: Q2 2022 in Review

Transparent Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 7,631 shares — an estimated $857K sold.

Transparent Wealth Partners first reported a position in VYM in Q1 2022 and held it in 1 quarter. The position peaked at $857K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

  • Transparent Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 7,631 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $857K.
  • Transparent Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $857K in Q1 2022.
  • 1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.