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	–	333
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

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return