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Freedom Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Freedom Investment Management’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
2015
Q4 		– Sell
-35,027
Closed -$523K – 805
2015
Q3 		$523K Buy
+35,027
New +$2.31M 0.05% 306

Other funds holding VYM

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Freedom Investment Management's VYM Position: Q4 2015 in Review

Freedom Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2015, closing a stake of 35,027 shares — an estimated $523K sold.

Freedom Investment Management first reported a position in VYM in Q3 2015 and held it in 1 quarter. The position peaked at $523K in Q3 2015. 423 funds tracked by Wall St. Rank hold VYM as of Q4 2015.

  • Freedom Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2015 after selling out during the quarter.
  • Freedom Investment Management sold 35,027 Vanguard High Dividend Yield ETF shares in Q4 2015, an estimated $523K.
  • Freedom Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and held it in 1 quarter.
  • Freedom Investment Management's Vanguard High Dividend Yield ETF position peaked at $523K in Q3 2015.
  • 423 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2015.

Based on Freedom Investment Management's 13F filing for Q4 2015, filed 5 Jan 2016.