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Advantage Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advantage Investment 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
2018
Q4 		– Sell
-330
Closed -$29K – 1088
2018
Q3 		$29K Sell
330
-27
-8% -$2.34K 0.02% 508
2018
Q2 		$30K Sell
357
-118
-25% -$9.88K 0.02% 466
2018
Q1 		$39K Sell
475
-717
-60% -$61.6K 0.01% 426
2017
Q4 		$102K Buy
1,192
+398
+50% +$33.3K 0.03% 266
2017
Q3 		$64K Buy
794
+176
+28% +$14K 0.02% 348
2017
Q2 		$48K Sell
618
-100
-14% -$7.79K 0.02% 386
2017
Q1 		$56K Buy
718
+345
+92% +$26.6K 0.02% 318
2016
Q4 		$28K Sell
373
-279
-43% -$20.5K 0.01% 450
2016
Q3 		$47K Sell
652
-120
-16% -$8.72K 0.02% 340
2016
Q2 		$55K Sell
772
-4,369
-85% -$305K 0.03% 331
2016
Q1 		$355K Sell
5,141
-11,136
-68% -$729K 0.15% 97
2015
Q4 		$1.09M Buy
16,277
+7,945
+95% +$533K 0.56% 53
2015
Q3 		$522K Sell
8,332
-1,243
-13% -$81.8K 0.3% 68
2015
Q2 		$645K Buy
9,575
+829
+9% +$57.5K 0.31% 79
2015
Q1 		$597K Buy
8,746
+6,232
+248% +$428K 0.34% 74
2014
Q4 		$173K Buy
+2,514
New +$171K 0.13% 135

Other funds holding VYM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Advantage Investment Management's VYM Position: Q4 2018 in Review

Advantage Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 330 shares — an estimated $29K sold.

Advantage Investment Management first reported a position in VYM in Q4 2014 and held it in 16 quarters. The position peaked at $1.09M in Q4 2015. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

  • Advantage Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 330 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $29K.
  • Advantage Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 16 quarters.
  • Advantage Investment Management's Vanguard High Dividend Yield ETF position peaked at $1.09M in Q4 2015.
  • 788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.