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

True 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
Q1 		$643K Sell
6,097
-629
-9% -$67.7K 0.44% 52
2022
Q4 		$728K Buy
+6,726
New +$716K 0.59% 48

Other funds holding VYM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

True Capital Management's VYM Position: Q1 2023 in Review

True Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.4% in Q1 2023, selling an estimated $67.7K and leaving 6,097 shares worth $643K. The position accounts for 0.44% of the portfolio, ranked #52.

True Capital Management first reported a position in VYM in Q4 2022 and has held it in 2 quarters since. The position peaked at $728K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • True Capital Management held 6,097 shares of Vanguard High Dividend Yield ETF worth $643K as of Q1 2023.
  • True Capital Management sold 629 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $67.7K.
  • Vanguard High Dividend Yield ETF made up 0.44% of True Capital Management's portfolio in Q1 2023, its #52 holding.
  • True Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's Vanguard High Dividend Yield ETF position peaked at $728K in Q4 2022.
  • 1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.