First Personal Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Personal Financial 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
2020 Q3	–	Sell	-65	Closed	-$5K	–	308
2020 Q2	$5K	Buy	+65	New	+$5.05K	﹤0.01%	279
2019 Q1	–	Sell	-117	Closed	-$9K	–	700
2018 Q4	$9K	Hold	117	–	–	﹤0.01%	481
2018 Q3	$10K	Hold	117	–	–	﹤0.01%	501
2018 Q2	$10K	Buy	+117	New	+$9.8K	﹤0.01%	489
2016 Q1	–	Sell	-202	Closed	-$13K	–	403
2015 Q4	$13K	Buy	+202	New	+$13.6K	0.01%	275

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 $1.24B AUM 2.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

First Personal Financial Services's VYM Position: Q3 2020 in Review

First Personal Financial Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 65 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in VYM in Q4 2015 and held it in 5 quarters. The position peaked at $13K in Q4 2015. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

First Personal Financial Services reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
First Personal Financial Services sold 65 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $5K.
First Personal Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 5 quarters.
First Personal Financial Services's Vanguard High Dividend Yield ETF position peaked at $13K in Q4 2015.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on First Personal Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.