Eagle Ridge Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Eagle Ridge Investment 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	-3,678	Closed	-$298K	–	148
2020 Q3	$298K	Buy	+3,678	New	+$301K	0.04%	117
2017 Q3	–	Sell	-2,835	Closed	-$222K	–	175
2017 Q2	$222K	Sell	2,835 -665	-19%	-$51.8K	0.04%	124
2017 Q1	$272K	Hold	3,500	–	–	0.05%	117
2016 Q4	$265K	Sell	3,500 -1,100	-24%	-$80.7K	0.06%	117
2016 Q3	$332K	Hold	4,600	–	–	0.07%	101
2016 Q2	$329K	Buy	4,600 +1,400	+44%	+$97.9K	0.08%	102
2016 Q1	$221K	Buy	+3,200	New	+$210K	0.05%	116
2015 Q4	–	Sell	-3,900	Closed	-$244K	–	122
2015 Q3	$244K	Sell	3,900 -300	-7%	-$19.7K	0.06%	103
2015 Q2	$283K	Buy	+4,200	New	+$291K	0.13%	47

Other funds holding VYM

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

Bank of America

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

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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return