Fortis Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fortis Advisors’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	-207	Closed	-$16K	–	188
2020 Q2	$16K	Hold	207	–	–	0.02%	143
2020 Q1	$15K	Sell	207 -2,273	-92%	-$195K	0.01%	239
2019 Q4	$232K	Sell	2,480 -13	-0.5%	-$1.18K	0.14%	103
2019 Q3	$223K	Buy	2,493 +13	+0.5%	+$1.14K	0.1%	114
2019 Q2	$217K	Hold	2,480	–	–	0.11%	104
2019 Q1	$212K	Hold	2,480	–	–	0.11%	104
2018 Q4	$193K	Hold	2,480	–	–	0.12%	89
2018 Q3	$216K	Hold	2,480	–	–	0.12%	71
2018 Q2	$203K	Hold	2,480	–	–	0.12%	74
2018 Q1	$202K	Hold	2,480	–	–	0.11%	66
2017 Q4	$212K	Buy	2,480 +1,980	+396%	+$166K	0.13%	66
2017 Q3	$41K	Buy	+500	New	+$39.7K	0.03%	177

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

Fortis Advisors's VYM Position: Q3 2020 in Review

Fortis Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 207 shares — an estimated $16K sold.

Fortis Advisors first reported a position in VYM in Q3 2017 and held it in 12 quarters. The position peaked at $232K in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Fortis Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Fortis Advisors sold 207 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $16K.
Fortis Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and held it in 12 quarters.
Fortis Advisors's Vanguard High Dividend Yield ETF position peaked at $232K in Q4 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.