Bingham Osborn & Scarborough’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bingham Osborn & Scarborough’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 Q2	–	Sell	-3,325	Closed	-$285K	–	151
2019 Q1	$285K	Sell	3,325 -200	-6%	-$16.7K	0.03%	119
2018 Q4	$275K	Hold	3,525	–	–	0.03%	110
2018 Q3	$307K	Buy	3,525 +280	+9%	+$24.2K	0.03%	115
2018 Q2	$269K	Buy	3,245 +550	+20%	+$46.1K	0.03%	118
2018 Q1	$222K	Hold	2,695	–	–	0.02%	132
2017 Q4	$231K	Buy	+2,695	New	+$225K	0.02%	116

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bingham Osborn & Scarborough's VYM Position: Q2 2019 in Review

Bingham Osborn & Scarborough sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 3,325 shares — an estimated $285K sold.

Bingham Osborn & Scarborough first reported a position in VYM in Q4 2017 and held it in 6 quarters. The position peaked at $307K in Q3 2018. 844 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

Bingham Osborn & Scarborough reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
Bingham Osborn & Scarborough sold 3,325 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $285K.
Bingham Osborn & Scarborough first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 6 quarters.
Bingham Osborn & Scarborough's Vanguard High Dividend Yield ETF position peaked at $307K in Q3 2018.
844 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2019, filed 2 Aug 2019.