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

Frontier 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
2020 Q2	$214K	Sell	2,717 -751	-22%	-$58.4K	0.01%	249
2020 Q1	$245K	Buy	3,468 +14	+0.4%	+$1.2K	0.02%	217
2019 Q4	$324K	Buy	3,454 +3	+0.1%	+$272	0.02%	234
2019 Q3	$306K	Buy	+3,451	New	+$302K	0.02%	204
2018 Q3	–	Sell	-2,505	Closed	-$208K	–	272
2018 Q2	$208K	Sell	2,505 -115	-4%	-$9.63K	0.02%	223
2018 Q1	$216K	Sell	2,620 -3,546	-58%	-$305K	0.02%	199
2017 Q4	$528K	Sell	6,166 -2,847	-32%	-$238K	0.04%	153
2017 Q3	$731K	Buy	9,013 +2,937	+48%	+$233K	0.06%	133
2017 Q2	$475K	Buy	+6,076	New	+$473K	0.04%	151
2015 Q1	–	Sell	-33,075	Closed	-$2.11M	–	194
2014 Q4	$2.11M	Sell	33,075 -274	-0.8%	-$18.6K	0.36%	53
2014 Q3	$2.21M	Sell	33,349 -2,570	-7%	-$172K	0.36%	59
2014 Q2	$2.38M	Buy	35,919 +6,610	+23%	+$427K	0.38%	52
2014 Q1	$1.85M	Sell	29,309 -1,595	-5%	-$98K	0.33%	58
2013 Q4	$1.93M	Buy	30,904 +3,924	+15%	+$237K	0.36%	49
2013 Q3	$1.55M	Sell	26,980 -495	-2%	-$28.8K	0.28%	58
2013 Q2	$1.55M	Buy	+27,475	New	+$1.55M	0.31%	53

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 $851M AUM 5.13% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Frontier Investment Management's VYM Position: Q2 2020 in Review

Frontier Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 22% in Q2 2020, selling an estimated $58.4K and leaving 2,717 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #249.

Frontier Investment Management first reported a position in VYM in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.38M in Q2 2014. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Frontier Investment Management held 2,717 shares of Vanguard High Dividend Yield ETF worth $214K as of Q2 2020.
Frontier Investment Management sold 751 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $58.4K.
Vanguard High Dividend Yield ETF made up 0.01% of Frontier Investment Management's portfolio in Q2 2020, its #249 holding.
Frontier Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 16 quarters since.
Frontier Investment Management's Vanguard High Dividend Yield ETF position peaked at $2.38M in Q2 2014.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.