AIP
VYM icon

Almanack Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Almanack Investment Partners’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
2017
Q4 		– Sell
-7,642
Closed -$620K – 190
2017
Q3 		$620K Buy
+7,642
New +$606K 0.3% 37

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Almanack Investment Partners's VYM Position: Q4 2017 in Review

Almanack Investment Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2017, closing a stake of 7,642 shares — an estimated $620K sold.

Almanack Investment Partners first reported a position in VYM in Q3 2017 and held it in 1 quarter. The position peaked at $620K in Q3 2017. 691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

  • Almanack Investment Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2017 after selling out during the quarter.
  • Almanack Investment Partners sold 7,642 Vanguard High Dividend Yield ETF shares in Q4 2017, an estimated $620K.
  • Almanack Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and held it in 1 quarter.
  • Almanack Investment Partners's Vanguard High Dividend Yield ETF position peaked at $620K in Q3 2017.
  • 691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on Almanack Investment Partners's 13F filing for Q4 2017, filed 13 Feb 2018.