Brookmont Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brookmont Capital 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
2020 Q1	–	Sell	-4,630	Closed	-$434K	–	70
2019 Q4	$434K	Buy	4,630 +38	+0.8%	+$3.45K	0.26%	53
2019 Q3	$407K	Buy	4,592 +139	+3%	+$12.2K	0.23%	57
2019 Q2	$389K	Buy	4,453 +32	+0.7%	+$2.77K	0.23%	58
2019 Q1	$379K	Buy	4,421 +33	+0.8%	+$2.76K	0.23%	57
2018 Q4	$342K	Buy	4,388 +76	+2%	+$6.34K	0.23%	57
2018 Q3	$376K	Hold	4,312	–	–	0.22%	59
2018 Q2	$358K	Buy	4,312 +32	+0.7%	+$2.68K	0.23%	55
2018 Q1	$353K	Buy	+4,280	New	+$368K	0.23%	56
2017 Q4	–	Sell	-4,216	Closed	-$342K	–	69
2017 Q3	$342K	Buy	4,216 +277	+7%	+$22K	0.19%	52
2017 Q2	$308K	Hold	3,939	–	–	0.12%	50
2017 Q1	$306K	Buy	3,939 +885	+29%	+$68.3K	0.11%	52
2016 Q4	$231K	Buy	+3,054	New	+$224K	0.09%	49

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

Brookmont Capital Management's VYM Position: Q1 2020 in Review

Brookmont Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 4,630 shares — an estimated $434K sold.

Brookmont Capital Management first reported a position in VYM in Q4 2016 and held it in 12 quarters. The position peaked at $434K in Q4 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Brookmont Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Brookmont Capital Management sold 4,630 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $434K.
Brookmont Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 12 quarters.
Brookmont Capital Management's Vanguard High Dividend Yield ETF position peaked at $434K in Q4 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Brookmont Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.