Alaska Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Alaska Wealth 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
2020 Q2	–	Sell	-6,460	Closed	-$457K	–	61
2020 Q1	$457K	Hold	6,460	–	–	0.13%	32
2019 Q4	$605K	Buy	6,460 +1,674	+35%	+$152K	0.1%	37
2019 Q3	$425K	Sell	4,786 -9,160	-66%	-$802K	0.05%	28
2019 Q2	$1.2M	Hold	13,946	–	–	0.13%	27
2019 Q1	$1.2M	Buy	13,946 +5,596	+67%	+$467K	0.13%	27
2018 Q4	$651K	Hold	8,350	–	–	0.2%	28
2018 Q3	$727K	Hold	8,350	–	–	0.22%	25
2018 Q2	$693K	Hold	8,350	–	–	0.22%	25
2018 Q1	$688K	Hold	8,350	–	–	0.24%	25
2017 Q4	$715K	Buy	+8,350	New	+$698K	0.26%	24

Other funds holding VYM

RJA

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

USAA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBSB

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Alaska Wealth Advisors's VYM Position: Q2 2020 in Review

Alaska Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 6,460 shares — an estimated $457K sold.

Alaska Wealth Advisors first reported a position in VYM in Q4 2017 and held it in 10 quarters. The position peaked at $1.2M in Q2 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Alaska Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 6,460 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $457K.
Alaska Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 10 quarters.
Alaska Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $1.2M in Q2 2019.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Alaska Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.