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

Vestor Capital’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
Q4 		– Sell
-1,039
Closed -$107K – 268
2023
Q3 		$107K Buy
+1,039
New +$111K 0.01% 164

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vestor Capital's VYM Position: Q4 2023 in Review

Vestor Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2023, closing a stake of 1,039 shares — an estimated $107K sold.

Vestor Capital first reported a position in VYM in Q3 2023 and held it in 1 quarter. The position peaked at $107K in Q3 2023. 1,569 funds tracked by Wall St. Rank hold VYM as of Q4 2023.

  • Vestor Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Vestor Capital sold 1,039 Vanguard High Dividend Yield ETF shares in Q4 2023, an estimated $107K.
  • Vestor Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and held it in 1 quarter.
  • Vestor Capital's Vanguard High Dividend Yield ETF position peaked at $107K in Q3 2023.
  • 1,569 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2023.

Based on Vestor Capital's 13F filing for Q4 2023, filed 7 Feb 2024.