1834 Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-774	Closed	-$68K	–	498
2019 Q2	$68K	Buy	774 +6	+0.8%	+$519	0.01%	256
2019 Q1	$66K	Buy	768 +5	+0.7%	+$418	0.01%	254
2018 Q4	$59K	Buy	763 +13	+2%	+$1.08K	0.01%	254
2018 Q3	$65K	Hold	750	–	–	0.01%	266
2018 Q2	$62K	Buy	750 +12	+2%	+$1K	0.01%	261
2018 Q1	$61K	Hold	738	–	–	0.01%	259
2017 Q4	$63K	Buy	+738	New	+$61.7K	0.01%	276

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

1834 Investment Advisors's VYM Position: Q3 2019 in Review

1834 Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 774 shares — an estimated $68K sold.

1834 Investment Advisors first reported a position in VYM in Q4 2017 and held it in 7 quarters. The position peaked at $68K in Q2 2019. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

1834 Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 774 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $68K.
1834 Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 7 quarters.
1834 Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $68K in Q2 2019.
859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.