Fiduciary Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fiduciary Wealth Partners’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
2017 Q2	–	Sell	-141,809	Closed	-$11M	–	14
2017 Q1	$11M	Sell	141,809 -9,746	-6%	-$752K	11.16%	3
2016 Q4	$11.5M	Sell	151,555 -43,858	-22%	-$3.22M	11.6%	3
2016 Q3	$14.1M	Buy	195,413 +49,242	+34%	+$3.58M	14.09%	3
2016 Q2	$10.4M	Buy	146,171 +899	+0.6%	+$62.8K	11.12%	3
2016 Q1	$10M	Buy	145,272 +109,069	+301%	+$7.14M	10.54%	3
2015 Q4	$2.42M	Buy	+36,203	New	+$2.43M	2.11%	5

Other funds holding VYM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiduciary Wealth Partners's VYM Position: Q2 2017 in Review

Fiduciary Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2017, closing a stake of 141,809 shares — an estimated $11M sold.

Fiduciary Wealth Partners first reported a position in VYM in Q4 2015 and held it in 6 quarters. The position peaked at $14.1M in Q3 2016. 583 funds tracked by Wall St. Rank hold VYM as of Q2 2017.

Fiduciary Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2017 after selling out during the quarter.
Fiduciary Wealth Partners sold 141,809 Vanguard High Dividend Yield ETF shares in Q2 2017, an estimated $11M.
Fiduciary Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 6 quarters.
Fiduciary Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $14.1M in Q3 2016.
583 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2017.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2017, filed 8 Aug 2017.