Global Financial Private Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Global Financial Private Capital’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	$9K	Hold	112	–	–	﹤0.01%	303
2020 Q1	$8K	Hold	112	–	–	﹤0.01%	293
2019 Q4	$11K	Hold	112	–	–	﹤0.01%	324
2019 Q3	$10K	Hold	112	–	–	﹤0.01%	306
2019 Q2	$10K	Sell	112 -14,367	-99%	-$1.24M	﹤0.01%	369
2019 Q1	$1.24M	Buy	14,479 +1,327	+10%	+$111K	0.06%	223
2018 Q4	$1.03M	Sell	13,152 -2,059	-14%	-$172K	0.06%	206
2018 Q3	$1.32M	Sell	15,211 -5,728	-27%	-$496K	0.05%	244
2018 Q2	$1.74M	Buy	20,939 +3,113	+17%	+$261K	0.06%	207
2018 Q1	$1.47M	Sell	17,826 -8,640	-33%	-$743K	0.05%	219
2017 Q4	$2.27M	Buy	26,466 +5,642	+27%	+$472K	0.08%	171
2017 Q3	$1.69M	Buy	+20,824	New	+$1.65M	0.06%	198

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 $424B AUM 22.96% 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

Global Financial Private Capital's VYM Position: Q2 2020 in Review

Global Financial Private Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2020 at 112 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Global Financial Private Capital first reported a position in VYM in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.27M in Q4 2017. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Global Financial Private Capital held 112 shares of Vanguard High Dividend Yield ETF worth $9K as of Q2 2020.
Global Financial Private Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2020.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #303 holding.
Global Financial Private Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 12 quarters since.
Global Financial Private Capital's Vanguard High Dividend Yield ETF position peaked at $2.27M in Q4 2017.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.