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

West Oak 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
2022
Q2 		– Sell
-58
Closed -$7K – 373
2022
Q1 		$7K Hold
58
– – ﹤0.01% 289
2021
Q4 		$7K Hold
58
– – ﹤0.01% 294
2021
Q3 		$6K Buy
+58
New +$6.13K ﹤0.01% 304

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Oak Capital's VYM Position: Q2 2022 in Review

West Oak Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 58 shares — an estimated $7K sold.

West Oak Capital first reported a position in VYM in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

  • West Oak Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • West Oak Capital sold 58 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $7K.
  • West Oak Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and held it in 3 quarters.
  • West Oak Capital's Vanguard High Dividend Yield ETF position peaked at $7K in Q1 2022.
  • 1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.