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

Arcadia 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	-2,199	Closed	-$192K	–	332
2018 Q3	$192K	Hold	2,199	–	–	0.05%	119
2018 Q2	$183K	Hold	2,199	–	–	0.05%	126
2018 Q1	$181K	Hold	2,199	–	–	0.05%	123
2017 Q4	$188K	Hold	2,199	–	–	0.05%	127
2017 Q3	$178K	Hold	2,199	–	–	0.05%	124
2017 Q2	$172K	Buy	2,199 +804	+58%	+$62.6K	0.05%	129
2017 Q1	$108K	Hold	1,395	–	–	0.03%	151
2016 Q4	$106K	Hold	1,395	–	–	0.03%	151
2016 Q3	$101K	Hold	1,395	–	–	0.03%	141
2016 Q2	$100K	Buy	1,395 +808	+138%	+$56.5K	0.03%	142
2016 Q1	$41K	Hold	587	–	–	0.01%	177
2015 Q4	$39K	Buy	+587	New	+$39.4K	0.01%	181

Other funds holding VYM

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

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

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

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 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

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

Arcadia Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 2,199 shares — an estimated $192K sold.

Arcadia Investment Management first reported a position in VYM in Q4 2015 and held it in 12 quarters. The position peaked at $192K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Arcadia Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Arcadia Investment Management sold 2,199 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $192K.
Arcadia Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 12 quarters.
Arcadia Investment Management's Vanguard High Dividend Yield ETF position peaked at $192K in Q3 2018.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.