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Camelot Portfolios’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-13,551
Closed -$1.06M – 258
2018
Q4 		$1.06M Buy
+13,551
New +$1.13M 0.49% 61

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Camelot Portfolios's VYM Position: Q1 2019 in Review

Camelot Portfolios sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2019, closing a stake of 13,551 shares — an estimated $1.06M sold.

Camelot Portfolios first reported a position in VYM in Q4 2018 and held it in 1 quarter. The position peaked at $1.06M in Q4 2018. 827 funds tracked by Wall St. Rank hold VYM as of Q1 2019.

  • Camelot Portfolios reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2019 after selling out during the quarter.
  • Camelot Portfolios sold 13,551 Vanguard High Dividend Yield ETF shares in Q1 2019, an estimated $1.06M.
  • Camelot Portfolios first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 1 quarter.
  • Camelot Portfolios's Vanguard High Dividend Yield ETF position peaked at $1.06M in Q4 2018.
  • 827 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2019.

Based on Camelot Portfolios's 13F filing for Q1 2019, filed 25 Apr 2019.