CFO4Life’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CFO4Life’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
2015 Q4	–	Sell	-12,393	Closed	-$776K	–	73
2015 Q3	$776K	Sell	12,393 -69,828	-85%	-$4.6M	0.83%	25
2015 Q2	$5.54M	Sell	82,221 -12,232	-13%	-$849K	4.62%	3
2015 Q1	$6.45M	Buy	+94,453	New	+$6.49M	5.37%	3

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

CFO4Life's VYM Position: Q4 2015 in Review

CFO4Life sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2015, closing a stake of 12,393 shares — an estimated $776K sold.

CFO4Life first reported a position in VYM in Q1 2015 and held it in 3 quarters. The position peaked at $6.45M in Q1 2015. 423 funds tracked by Wall St. Rank hold VYM as of Q4 2015.

CFO4Life reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2015 after selling out during the quarter.
CFO4Life sold 12,393 Vanguard High Dividend Yield ETF shares in Q4 2015, an estimated $776K.
CFO4Life first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 3 quarters.
CFO4Life's Vanguard High Dividend Yield ETF position peaked at $6.45M in Q1 2015.
423 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2015.

Based on CFO4Life's 13F filing for Q4 2015, filed 4 Feb 2016.