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

Beirne Wealth Consulting 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
2020 Q1	–	Sell	-3,541	Closed	-$332K	–	98
2019 Q4	$332K	Sell	3,541 -6,500	-65%	-$589K	0.29%	62
2019 Q3	$891K	Sell	10,041 -480	-5%	-$42K	0.74%	38
2019 Q2	$919K	Buy	10,521 +4,393	+72%	+$380K	0.82%	37
2019 Q1	$525K	Buy	6,128 +691	+13%	+$57.7K	0.41%	73
2018 Q4	$424K	Buy	+5,437	New	+$453K	0.36%	89

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Beirne Wealth Consulting Services's VYM Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 3,541 shares — an estimated $332K sold.

Beirne Wealth Consulting Services first reported a position in VYM in Q4 2018 and held it in 5 quarters. The position peaked at $919K in Q2 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,541 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $332K.
Beirne Wealth Consulting Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 5 quarters.
Beirne Wealth Consulting Services's Vanguard High Dividend Yield ETF position peaked at $919K in Q2 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.