Braver Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Braver Wealth Management’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
2016 Q4	$7.57M	Sell	99,912 -1,938	-2%	-$142K	1.23%	16
2016 Q3	$7.35M	Buy	101,850 +444	+0.4%	+$32.3K	1.23%	19
2016 Q2	$7.25M	Buy	101,406 +4,230	+4%	+$296K	1.24%	21
2016 Q1	$6.71M	Buy	97,176 +1,862	+2%	+$122K	1.1%	24
2015 Q4	$6.36M	Buy	+95,314	New	+$6.4M	1.31%	17

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

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

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

SBSB

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Braver Wealth Management's VYM Position: Q4 2016 in Review

Braver Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q4 2016, selling an estimated $142K and leaving 99,912 shares worth $7.57M. The position accounts for 1.23% of the portfolio, ranked #16.

Braver Wealth Management first reported a position in VYM in Q4 2015 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold VYM as of Q4 2016.

Braver Wealth Management held 99,912 shares of Vanguard High Dividend Yield ETF worth $7.57M as of Q4 2016.
Braver Wealth Management sold 1,938 Vanguard High Dividend Yield ETF shares in Q4 2016, an estimated $142K.
Vanguard High Dividend Yield ETF made up 1.23% of Braver Wealth Management's portfolio in Q4 2016, its #16 holding.
Braver Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 5 quarters since.
536 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.