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

Alera 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
2020 Q3	–	Sell	-4,397	Closed	-$346K	–	90
2020 Q2	$346K	Sell	4,397 -776	-15%	-$60.3K	0.18%	46
2020 Q1	$354K	Sell	5,173 -1,045	-17%	-$89.8K	0.21%	44
2019 Q4	$583K	Sell	6,218 -55	-0.9%	-$4.99K	0.27%	32
2019 Q3	$557K	Sell	6,273 -644	-9%	-$56.4K	0.28%	37
2019 Q2	$604K	Buy	6,917 +56	+0.8%	+$4.84K	0.31%	36
2019 Q1	$588K	Sell	6,861 -3,602	-34%	-$301K	0.29%	33
2018 Q4	$816K	Buy	+10,463	New	+$873K	0.5%	32

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 $851M AUM 5.13% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Alera Investment Advisors's VYM Position: Q3 2020 in Review

Alera Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 4,397 shares — an estimated $346K sold.

Alera Investment Advisors first reported a position in VYM in Q4 2018 and held it in 7 quarters. The position peaked at $816K in Q4 2018. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Alera Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Alera Investment Advisors sold 4,397 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $346K.
Alera Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 7 quarters.
Alera Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $816K in Q4 2018.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Alera Investment Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.