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	–	191
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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return