1 North Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

1 North Wealth Services’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
2019 Q4	$47K	Buy	+500	New	+$45.3K	0.03%	96

Other funds holding VYM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 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

1 North Wealth Services's VYM Position: Q4 2019 in Review

1 North Wealth Services opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2019: 500 shares worth $47K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings.

1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

1 North Wealth Services held 500 shares of Vanguard High Dividend Yield ETF worth $47K as of Q4 2019.
Vanguard High Dividend Yield ETF was a new 1 North Wealth Services position in Q4 2019.
Vanguard High Dividend Yield ETF made up 0.03% of 1 North Wealth Services's portfolio in Q4 2019, its #96 holding.
1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.