Beacon Pointe Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$13.6M	Buy	144,829 +13,822	+11%	+$1.25M	2.5%	11
2019 Q3	$11.6M	Buy	131,007 +7,613	+6%	+$666K	2.45%	10
2019 Q2	$10.8M	Buy	123,394 +8,517	+7%	+$736K	2.28%	10
2019 Q1	$9.84M	Sell	114,877 -166	-0.1%	-$13.9K	2.24%	11
2018 Q4	$8.97M	Buy	+115,043	New	+$9.6M	3.24%	4

Other funds holding VYM

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

RJA

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

USAA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's VYM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q4 2019, buying an estimated $1.25M and bringing the position to 144,829 shares worth $13.6M. The position accounts for 2.5% of the portfolio, ranked #11.

Beacon Pointe Wealth Advisors first reported a position in VYM in Q4 2018 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

Beacon Pointe Wealth Advisors held 144,829 shares of Vanguard High Dividend Yield ETF worth $13.6M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 13,822 Vanguard High Dividend Yield ETF shares in Q4 2019, an estimated $1.25M.
Vanguard High Dividend Yield ETF made up 2.5% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #11 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 5 quarters since.
1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.