Fort Point Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fort Point Capital 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	-2,793	Closed	-$217K	–	113
2017 Q1	$217K	Buy	+2,793	New	+$216K	0.11%	95
2015 Q3	–	Sell	-3,521	Closed	-$242K	–	97
2015 Q2	$242K	Hold	3,521	–	–	0.15%	59
2015 Q1	$240K	Hold	3,521	–	–	0.16%	53
2014 Q4	$242K	Buy	+3,521	New	+$239K	0.18%	46

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fort Point Capital Partners's VYM Position: Q2 2017 in Review

Fort Point Capital Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2017, closing a stake of 2,793 shares — an estimated $217K sold.

Fort Point Capital Partners first reported a position in VYM in Q4 2014 and held it in 4 quarters. The position peaked at $242K in Q2 2015. 583 funds tracked by Wall St. Rank hold VYM as of Q2 2017.

Fort Point Capital Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2017 after selling out during the quarter.
Fort Point Capital Partners sold 2,793 Vanguard High Dividend Yield ETF shares in Q2 2017, an estimated $217K.
Fort Point Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 4 quarters.
Fort Point Capital Partners's Vanguard High Dividend Yield ETF position peaked at $242K in Q2 2015.
583 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2017.

Based on Fort Point Capital Partners's 13F filing for Q2 2017, filed 14 Aug 2017.