Cordatus Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cordatus Wealth 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
2020 Q1	–	Sell	-17,442	Closed	-$1.63M	–	141
2019 Q4	$1.63M	Sell	17,442 -5,476	-24%	-$497K	0.81%	47
2019 Q3	$2.03M	Sell	22,918 -1,025	-4%	-$89.7K	1.06%	32
2019 Q2	$2.09M	Sell	23,943 -867	-3%	-$75K	1.22%	26
2019 Q1	$2.13M	Sell	24,810 -936	-4%	-$78.2K	1.17%	27
2018 Q4	$2.01M	Buy	+25,746	New	+$2.15M	1.43%	20

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

USAA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SBSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cordatus Wealth Management's VYM Position: Q1 2020 in Review

Cordatus Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 17,442 shares — an estimated $1.63M sold.

Cordatus Wealth Management first reported a position in VYM in Q4 2018 and held it in 5 quarters. The position peaked at $2.13M in Q1 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Cordatus Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Cordatus Wealth Management sold 17,442 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $1.63M.
Cordatus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 5 quarters.
Cordatus Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.13M in Q1 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.