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

Berman Capital 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
2021 Q3	$215K	Hold	2,082	–	–	0.03%	252
2021 Q2	$218K	Hold	2,082	–	–	0.03%	218
2021 Q1	$210K	Hold	2,082	–	–	0.04%	185
2020 Q4	$190K	Hold	2,082	–	–	0.05%	173
2020 Q3	$168K	Hold	2,082	–	–	0.05%	165
2020 Q2	$164K	Hold	2,082	–	–	0.04%	163
2020 Q1	$147K	Buy	2,082 +16	+0.8%	+$1.38K	0.05%	151
2019 Q4	$193K	Buy	2,066 +17	+0.8%	+$1.54K	0.06%	140
2019 Q3	$181K	Buy	2,049 +18	+0.9%	+$1.57K	0.06%	143
2019 Q2	$177K	Buy	2,031 +15	+0.7%	+$1.3K	0.06%	141
2019 Q1	$172K	Buy	2,016 +15	+0.7%	+$1.25K	0.06%	138
2018 Q4	$156K	Buy	+2,001	New	+$167K	0.06%	122

Other funds holding VYM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Berman Capital Advisors's VYM Position: Q3 2021 in Review

Berman Capital Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2021 at 2,082 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #252.

Berman Capital Advisors first reported a position in VYM in Q4 2018 and has held it in 12 quarters since. The position peaked at $218K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Berman Capital Advisors held 2,082 shares of Vanguard High Dividend Yield ETF worth $215K as of Q3 2021.
Berman Capital Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2021.
Vanguard High Dividend Yield ETF made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #252 holding.
Berman Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $218K in Q2 2021.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.