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

Guidant Wealth 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
2019
Q3 		$573K Hold
6,463
– – 0.21% 65
2019
Q2 		$565K Hold
6,463
– – 0.22% 67
2019
Q1 		$554K Buy
6,463
+59
+0.9% +$4.93K 0.22% 69
2018
Q4 		$499K Buy
+6,404
New +$534K 0.23% 64

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guidant Wealth Advisors's VYM Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2019 at 6,463 shares worth $573K. The position accounts for 0.21% of the portfolio, ranked #65.

Guidant Wealth Advisors first reported a position in VYM in Q4 2018 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

  • Guidant Wealth Advisors held 6,463 shares of Vanguard High Dividend Yield ETF worth $573K as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2019.
  • Vanguard High Dividend Yield ETF made up 0.21% of Guidant Wealth Advisors's portfolio in Q3 2019, its #65 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 4 quarters since.
  • 859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.