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Traverso Chambers Private Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Traverso Chambers Private Wealth 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
Q2 		– Sell
-2,740
Closed -$289K – 120
2023
Q1 		$289K Buy
+2,740
New +$295K 0.08% 93

Other funds holding VYM

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Traverso Chambers Private Wealth Management's VYM Position: Q2 2023 in Review

Traverso Chambers Private Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2023, closing a stake of 2,740 shares — an estimated $289K sold.

Traverso Chambers Private Wealth Management first reported a position in VYM in Q1 2023 and held it in 1 quarter. The position peaked at $289K in Q1 2023. 1,452 funds tracked by Wall St. Rank hold VYM as of Q2 2023.

  • Traverso Chambers Private Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 2,740 Vanguard High Dividend Yield ETF shares in Q2 2023, an estimated $289K.
  • Traverso Chambers Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 1 quarter.
  • Traverso Chambers Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $289K in Q1 2023.
  • 1,452 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.