Dimension Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Dimension Capital 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 Q4	–	Sell	-14,049	Closed	-$1.14M	–	93
2020 Q3	$1.14M	Hold	14,049	–	–	0.36%	34
2020 Q2	$1.11M	Hold	14,049	–	–	0.35%	35
2020 Q1	$994K	Hold	14,049	–	–	0.36%	39
2019 Q4	$1.32M	Hold	14,049	–	–	0.39%	34
2019 Q3	$1.25M	Buy	14,049 +1,460	+12%	+$128K	0.43%	30
2019 Q2	$1.1M	Hold	12,589	–	–	0.37%	32
2019 Q1	$1.08M	Hold	12,589	–	–	0.46%	32
2018 Q4	$982K	Buy	+12,589	New	+$1.05M	0.48%	31
2018 Q3	–	Sell	-11,873	Closed	-$986K	–	86
2018 Q2	$986K	Hold	11,873	–	–	0.54%	30
2018 Q1	$979K	Sell	11,873 -2,685	-18%	-$231K	0.55%	31
2017 Q4	$1.25M	Buy	+14,558	New	+$1.22M	0.78%	22

Other funds holding VYM

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimension Capital Management's VYM Position: Q4 2020 in Review

Dimension Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2020, closing a stake of 14,049 shares — an estimated $1.14M sold.

Dimension Capital Management first reported a position in VYM in Q4 2017 and held it in 11 quarters. The position peaked at $1.32M in Q4 2019. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

Dimension Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
Dimension Capital Management sold 14,049 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $1.14M.
Dimension Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 11 quarters.
Dimension Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.32M in Q4 2019.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Dimension Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.