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

Geller 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
2018 Q3	–	Sell	-6,600	Closed	-$548K	–	37
2018 Q2	$548K	Hold	6,600	–	–	0.24%	17
2018 Q1	$544K	Hold	6,600	–	–	0.27%	17
2017 Q4	$565K	Hold	6,600	–	–	0.28%	16
2017 Q3	$535K	Hold	6,600	–	–	0.26%	15
2017 Q2	$516K	Hold	6,600	–	–	0.26%	13
2017 Q1	$512K	Sell	6,600 -1,855	-22%	-$143K	0.28%	12
2016 Q4	$641K	Sell	8,455 -7,000	-45%	-$514K	0.38%	11
2016 Q3	$1.11M	Hold	15,455	–	–	0.64%	7
2016 Q2	$1.1M	Hold	15,455	–	–	0.64%	8
2016 Q1	$1.07M	Hold	15,455	–	–	0.64%	9
2015 Q4	$1.03M	Hold	15,455	–	–	0.61%	10
2015 Q3	$968K	Hold	15,455	–	–	0.62%	10
2015 Q2	$1.04M	Hold	15,455	–	–	0.61%	12
2015 Q1	$1.06M	Hold	15,455	–	–	0.61%	11
2014 Q4	$1.06M	Hold	15,455	–	–	0.62%	12
2014 Q3	$1.03M	Hold	15,455	–	–	0.58%	14
2014 Q2	$1.02M	Hold	15,455	–	–	0.68%	11
2014 Q1	$976K	Hold	15,455	–	–	0.65%	11
2013 Q4	$963K	Hold	15,455	–	–	0.65%	11
2013 Q3	$889K	Buy	15,455 +9,788	+173%	+$569K	0.67%	11
2013 Q2	$319K	Buy	+5,667	New	+$321K	0.27%	18

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

SBSB

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

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

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

Geller Advisors's VYM Position: Q3 2018 in Review

Geller Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2018, closing a stake of 6,600 shares — an estimated $548K sold.

Geller Advisors first reported a position in VYM in Q2 2013 and held it in 21 quarters. The position peaked at $1.11M in Q3 2016. 735 funds tracked by Wall St. Rank hold VYM as of Q3 2018.

Geller Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2018 after selling out during the quarter.
Geller Advisors sold 6,600 Vanguard High Dividend Yield ETF shares in Q3 2018, an estimated $548K.
Geller Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 21 quarters.
Geller Advisors's Vanguard High Dividend Yield ETF position peaked at $1.11M in Q3 2016.
735 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2018.

Based on Geller Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.