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D. Scott Neal’s Vanguard High Dividend Yield ETF VYM Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-5,626
Closed -$398K – 41
2020
Q1 		$398K Buy
5,626
+62
+1% +$5.33K 0.24% 19
2019
Q4 		$521K Sell
5,564
-2,935
-35% -$266K 0.25% 25
2019
Q3 		$754K Sell
8,499
-60
-0.7% -$5.25K 0.39% 22
2019
Q2 		$748K Sell
8,559
-237
-3% -$20.5K 0.41% 19
2019
Q1 		$753K Buy
8,796
+2,362
+37% +$197K 0.39% 16
2018
Q4 		$502K Sell
6,434
-55,989
-90% -$4.67M 0.27% 17
2018
Q3 		$5.44M Sell
62,423
-62,561
-50% -$5.41M 2.75% 8
2018
Q2 		$10.4M Sell
124,984
-9,474
-7% -$793K 5.8% 7
2018
Q1 		$11.1M Buy
134,458
+106,227
+376% +$9.13M 6.3% 6
2017
Q4 		$2.42M Sell
28,231
-16,328
-37% -$1.37M 1.45% 12
2017
Q3 		$3.61M Buy
44,559
+7,817
+21% +$620K 2.18% 12
2017
Q2 		$2.87M Buy
36,742
+1,599
+5% +$125K 1.96% 12
2017
Q1 		$2.73M Buy
35,143
+51
+0.1% +$3.94K 1.76% 13
2016
Q4 		$2.66M Buy
35,092
+6,758
+24% +$496K 1.89% 12
2016
Q3 		$2.04M Buy
+28,334
New +$2.06M 1.6% 13

Other funds holding VYM

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
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
Envestnet Asset Management
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

D. Scott Neal's VYM Position: Q2 2020 in Review

D. Scott Neal sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 5,626 shares — an estimated $398K sold.

D. Scott Neal first reported a position in VYM in Q3 2016 and held it in 15 quarters. The position peaked at $11.1M in Q1 2018. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

  • D. Scott Neal reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
  • D. Scott Neal sold 5,626 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $398K.
  • D. Scott Neal first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 15 quarters.
  • D. Scott Neal's Vanguard High Dividend Yield ETF position peaked at $11.1M in Q1 2018.
  • 919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on D. Scott Neal's 13F filing for Q2 2020, filed 16 Jul 2020.