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	–	560
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	–	315
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 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

Bruderman Asset Management's VYM Position: Q2 2019 in Review

Bruderman Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 285 shares — an estimated $24K sold.

Bruderman Asset Management first reported a position in VYM in Q2 2016 and held it in 9 quarters. The position peaked at $91K in Q2 2018. 844 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

Bruderman Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 285 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $24K.
Bruderman Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and held it in 9 quarters.
Bruderman Asset Management's Vanguard High Dividend Yield ETF position peaked at $91K in Q2 2018.
844 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.