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

FCG 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
2020
Q2 		– Sell
-12,804
Closed -$906K – 176
2020
Q1 		$906K Buy
12,804
+813
+7% +$69.8K 0.26% 58
2019
Q4 		$1.12M Buy
11,991
+895
+8% +$81.2K 0.32% 51
2019
Q3 		$985K Buy
11,096
+63
+0.6% +$5.51K 0.3% 52
2019
Q2 		$964K Buy
11,033
+8,551
+345% +$739K 0.3% 53
2019
Q1 		$213K Buy
+2,482
New +$207K 0.07% 140

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

FCG Advisors's VYM Position: Q2 2020 in Review

FCG Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 12,804 shares — an estimated $906K sold.

FCG Advisors first reported a position in VYM in Q1 2019 and held it in 5 quarters. The position peaked at $1.12M in Q4 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

  • FCG Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
  • FCG Advisors sold 12,804 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $906K.
  • FCG Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 5 quarters.
  • FCG Advisors's Vanguard High Dividend Yield ETF position peaked at $1.12M in Q4 2019.
  • 919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on FCG Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.