Boston Private Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$600K	Sell	8,789 -10	-0.1%	-$687	0.03%	279
2014 Q4	$605K	Sell	8,799 -910	-9%	-$61.7K	0.03%	286
2014 Q3	$645K	Sell	9,709 -145	-1%	-$9.68K	0.03%	270
2014 Q2	$653K	Sell	9,854 -6	-0.1%	-$388	0.03%	262
2014 Q1	$622K	Sell	9,860 -1,180	-11%	-$72.5K	0.03%	262
2013 Q4	$688K	Sell	11,040 -21,875	-66%	-$1.32M	0.03%	259
2013 Q3	$1.89M	Sell	32,915 -3,800	-10%	-$221K	0.1%	177
2013 Q2	$2.07M	Buy	+36,715	New	+$2.08M	0.12%	166

Other funds holding VYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Private Bank & Trust's VYM Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.11% in Q1 2015, selling an estimated $687 and leaving 8,789 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #279.

Boston Private Bank & Trust first reported a position in VYM in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.07M in Q2 2013. 367 funds tracked by Wall St. Rank hold VYM as of Q1 2015.

Boston Private Bank & Trust held 8,789 shares of Vanguard High Dividend Yield ETF worth $600K as of Q1 2015.
Boston Private Bank & Trust sold 10 Vanguard High Dividend Yield ETF shares in Q1 2015, an estimated $687.
Vanguard High Dividend Yield ETF made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #279 holding.
Boston Private Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Vanguard High Dividend Yield ETF position peaked at $2.07M in Q2 2013.
367 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.