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Element Pointe Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Element Pointe 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
2019
Q2 		– Sell
-2,380
Closed -$204K – 101
2019
Q1 		$204K Buy
+2,380
New +$199K 0.12% 74

Other funds holding VYM

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Element Pointe Advisors's VYM Position: Q2 2019 in Review

Element Pointe Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 2,380 shares — an estimated $204K sold.

Element Pointe Advisors first reported a position in VYM in Q1 2019 and held it in 1 quarter. The position peaked at $204K in Q1 2019. 845 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

  • Element Pointe Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
  • Element Pointe Advisors sold 2,380 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $204K.
  • Element Pointe Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 1 quarter.
  • Element Pointe Advisors's Vanguard High Dividend Yield ETF position peaked at $204K in Q1 2019.
  • 845 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Element Pointe Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.