Badgley, Phelps & Bell’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Badgley, Phelps & Bell’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 Q4	–	Sell	-2,726	Closed	-$221K	–	220
2020 Q3	$221K	Buy	+2,726	New	+$223K	0.01%	196
2016 Q3	–	Sell	-55,703	Closed	-$3.98M	–	154
2016 Q2	$3.98M	Buy	55,703 +1,518	+3%	+$106K	0.36%	100
2016 Q1	$3.74M	Buy	54,185 +5,274	+11%	+$345K	0.35%	102
2015 Q4	$3.27M	Buy	48,911 +1,245	+3%	+$83.5K	0.32%	104
2015 Q3	$2.99M	Buy	47,666 +2,847	+6%	+$187K	0.31%	104
2015 Q2	$3.02M	Buy	44,819 +5,092	+13%	+$353K	0.29%	102
2015 Q1	$2.71M	Buy	39,727 +2,652	+7%	+$182K	0.27%	103
2014 Q4	$2.55M	Buy	+37,075	New	+$2.52M	0.25%	104

Other funds holding VYM

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

Bank of America

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return