FA
VYM icon

Financial Advantage’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Financial Advantage’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
Q4 		– Sell
-420
Closed -$37K – 148
2019
Q3 		$37K Buy
+420
New +$36.8K 0.03% 87

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Financial Advantage's VYM Position: Q4 2019 in Review

Financial Advantage sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2019, closing a stake of 420 shares — an estimated $37K sold.

Financial Advantage first reported a position in VYM in Q3 2019 and held it in 1 quarter. The position peaked at $37K in Q3 2019. 1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

  • Financial Advantage reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Advantage sold 420 Vanguard High Dividend Yield ETF shares in Q4 2019, an estimated $37K.
  • Financial Advantage first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and held it in 1 quarter.
  • Financial Advantage's Vanguard High Dividend Yield ETF position peaked at $37K in Q3 2019.
  • 1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.