Convergent Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Convergent Wealth Advisors’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 Q3	$1.98M	Buy	31,611 +13,726	+77%	+$903K	0.45%	22
2015 Q2	$1.2M	Buy	17,885 +2,200	+14%	+$153K	0.28%	24
2015 Q1	$1.07M	Buy	+15,685	New	+$1.08M	0.16%	32

Other funds holding VYM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Convergent Wealth Advisors's VYM Position: Q3 2015 in Review

Convergent Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 77% in Q3 2015, buying an estimated $903K and bringing the position to 31,611 shares worth $1.98M. The position accounts for 0.45% of the portfolio, ranked #22.

Convergent Wealth Advisors first reported a position in VYM in Q1 2015 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold VYM as of Q3 2015.

Convergent Wealth Advisors held 31,611 shares of Vanguard High Dividend Yield ETF worth $1.98M as of Q3 2015.
Convergent Wealth Advisors bought 13,726 Vanguard High Dividend Yield ETF shares in Q3 2015, an estimated $903K.
Vanguard High Dividend Yield ETF made up 0.45% of Convergent Wealth Advisors's portfolio in Q3 2015, its #22 holding.
Convergent Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.