Bruderman Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-285	Closed	-$24K	–	561
2019 Q1	$24K	Hold	285	–	–	0.01%	354
2018 Q4	$22K	Sell	285 -355	-55%	-$29.6K	0.01%	340
2018 Q3	$56K	Sell	640 -457	-42%	-$39.5K	0.01%	180
2018 Q2	$91K	Buy	1,097 +4	+0.4%	+$335	0.02%	168
2018 Q1	$90K	Buy	+1,093	New	+$94K	0.02%	170
2017 Q3	–	Sell	-640	Closed	-$50K	–	316
2017 Q2	$50K	Buy	+640	New	+$49.8K	0.01%	203
2017 Q1	–	Sell	-640	Closed	-$48K	–	314
2016 Q4	$48K	Hold	640	–	–	0.01%	202
2016 Q3	$46K	Buy	640 +55	+9%	+$4K	0.01%	207
2016 Q2	$42K	Buy	+585	New	+$40.9K	0.01%	214

Other funds holding VYM

Bank of America

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return