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

Vigilant 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	–	Sell	-1,829	Closed	-$198K	–	510
2022 Q4	$198K	Buy	+1,829	New	+$195K	0.02%	148
2019 Q4	–	Sell	-1,290	Closed	-$114K	–	481
2019 Q3	$114K	Buy	+1,290	New	+$113K	0.01%	176

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Vigilant Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 1,829 shares — an estimated $198K sold.

Vigilant Capital Management first reported a position in VYM in Q3 2019 and held it in 2 quarters. The position peaked at $198K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Vigilant Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 1,829 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $198K.
Vigilant Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 2 quarters.
Vigilant Capital Management's Vanguard High Dividend Yield ETF position peaked at $198K in Q4 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.