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Verus Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Verus Financial 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
Q1 		– Sell
-2,229
Closed -$247K – 105
2022
Q4 		$247K Sell
2,229
-840
-27% -$89.4K 0.03% 85
2022
Q3 		$308K Buy
3,069
+563
+22% +$58.5K 0.05% 73
2022
Q2 		$259K Buy
2,506
+190
+8% +$20.6K 0.04% 81
2022
Q1 		$260K Buy
+2,316
New +$258K 0.04% 78

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Verus Financial Partners's VYM Position: Q1 2023 in Review

Verus Financial Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 2,229 shares — an estimated $247K sold.

Verus Financial Partners first reported a position in VYM in Q1 2022 and held it in 4 quarters. The position peaked at $308K in Q3 2022. 1,436 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

  • Verus Financial Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Verus Financial Partners sold 2,229 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $247K.
  • Verus Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 4 quarters.
  • Verus Financial Partners's Vanguard High Dividend Yield ETF position peaked at $308K in Q3 2022.
  • 1,436 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Verus Financial Partners's 13F filing for Q1 2023, filed 8 May 2023.