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Aris Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aris Wealth Services’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
2015
Q3 		$38K Hold
600
– – 0.08% 106
2015
Q2 		$40K Buy
+600
New +$41.6K 0.04% 244

Other funds holding VYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aris Wealth Services's VYM Position: Q3 2015 in Review

Aris Wealth Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2015 at 600 shares worth $38K. The position accounts for 0.08% of the portfolio, ranked #106.

Aris Wealth Services first reported a position in VYM in Q2 2015 and has held it in 2 quarters since. The position peaked at $40K in Q2 2015. 368 funds tracked by Wall St. Rank hold VYM as of Q3 2015.

  • Aris Wealth Services held 600 shares of Vanguard High Dividend Yield ETF worth $38K as of Q3 2015.
  • Aris Wealth Services left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2015.
  • Vanguard High Dividend Yield ETF made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #106 holding.
  • Aris Wealth Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's Vanguard High Dividend Yield ETF position peaked at $40K in Q2 2015.
  • 368 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.