Ballew Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Ballew Advisors’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	-750	Closed	-$61K	–	431
2018 Q3	$61K	Hold	750	–	–	0.06%	152
2018 Q2	$62K	Hold	750	–	–	0.07%	143
2018 Q1	$62K	Buy	+750	New	+$64.5K	0.05%	146

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

Ballew Advisors's VYM Position: Q4 2018 in Review

Ballew Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 750 shares — an estimated $61K sold.

Ballew Advisors first reported a position in VYM in Q1 2018 and held it in 3 quarters. The position peaked at $62K in Q2 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Ballew Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 750 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $61K.
Ballew Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Vanguard High Dividend Yield ETF position peaked at $62K in Q2 2018.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.