FinTrust Investment Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FinTrust Investment Advisory Services’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	-2,616	Closed	-$224K	–	125
2017 Q4	$224K	Buy	2,616 +30	+1%	+$2.51K	0.2%	105
2017 Q3	$210K	Buy	+2,586	New	+$205K	0.2%	108
2013 Q3	$222K	Hold	3,853	–	–	0.46%	50
2013 Q2	$217K	Buy	+3,853	New	+$218K	0.37%	59

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

FinTrust Investment Advisory Services's VYM Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2018, closing a stake of 2,616 shares — an estimated $224K sold.

FinTrust Investment Advisory Services first reported a position in VYM in Q2 2013 and held it in 4 quarters. The position peaked at $224K in Q4 2017. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

FinTrust Investment Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2018 after selling out during the quarter.
FinTrust Investment Advisory Services sold 2,616 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $224K.
FinTrust Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 4 quarters.
FinTrust Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $224K in Q4 2017.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.