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

Endurance 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
2018 Q1	–	Sell	-300	Closed	-$26K	–	534
2017 Q4	$26K	Hold	300	–	–	﹤0.01%	327
2017 Q3	$24K	Buy	+300	New	+$23.8K	﹤0.01%	330

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Endurance Wealth Management's VYM Position: Q1 2018 in Review

Endurance Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2018, closing a stake of 300 shares — an estimated $26K sold.

Endurance Wealth Management first reported a position in VYM in Q3 2017 and held it in 2 quarters. The position peaked at $26K in Q4 2017. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

Endurance Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2018 after selling out during the quarter.
Endurance Wealth Management sold 300 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $26K.
Endurance Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and held it in 2 quarters.
Endurance Wealth Management's Vanguard High Dividend Yield ETF position peaked at $26K in Q4 2017.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.