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Barber Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Barber Financial Group’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
2017
Q4 		– Sell
-46,973
Closed -$3.81M – 141
2017
Q3 		$3.81M Sell
46,973
-4,513
-9% -$358K 1.08% 30
2017
Q2 		$4.02M Buy
51,486
+3,955
+8% +$308K 1.31% 23
2017
Q1 		$3.69M Buy
47,531
+2,185
+5% +$169K 1.26% 23
2016
Q4 		$3.44M Buy
+45,346
New +$3.33M 1.24% 21

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barber Financial Group's VYM Position: Q4 2017 in Review

Barber Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2017, closing a stake of 46,973 shares — an estimated $3.81M sold.

Barber Financial Group first reported a position in VYM in Q4 2016 and held it in 4 quarters. The position peaked at $4.02M in Q2 2017. 691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

  • Barber Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2017 after selling out during the quarter.
  • Barber Financial Group sold 46,973 Vanguard High Dividend Yield ETF shares in Q4 2017, an estimated $3.81M.
  • Barber Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 4 quarters.
  • Barber Financial Group's Vanguard High Dividend Yield ETF position peaked at $4.02M in Q2 2017.
  • 691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on Barber Financial Group's 13F filing for Q4 2017, filed 5 Feb 2018.