Hefty Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hefty Wealth Partners’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 Q1	$2.6M	Buy	31,538 +2,454	+8%	+$211K	1.68%	19
2017 Q4	$2.49M	Buy	29,084 +968	+3%	+$80.9K	1.54%	24
2017 Q3	$2.28M	Buy	28,116 +1,617	+6%	+$128K	1.51%	25
2017 Q2	$2.07M	Buy	26,499 +11,213	+73%	+$873K	1.41%	28
2017 Q1	$1.19M	Sell	15,286 -1,366	-8%	-$105K	0.86%	44
2016 Q4	$1.26M	Buy	16,652 +5,324	+47%	+$391K	1.06%	31
2016 Q3	$817K	Sell	11,328 -3,540	-24%	-$257K	0.62%	57
2016 Q2	$1.06M	Buy	14,868 +1,228	+9%	+$85.8K	0.88%	41
2016 Q1	$941K	Buy	13,640 +4,708	+53%	+$308K	0.88%	42
2015 Q4	$596K	Buy	+8,932	New	+$599K	0.57%	67

Other funds holding VYM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hefty Wealth Partners's VYM Position: Q1 2018 in Review

Hefty Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.4% in Q1 2018, buying an estimated $211K and bringing the position to 31,538 shares worth $2.6M. The position accounts for 1.68% of the portfolio, ranked #19.

Hefty Wealth Partners first reported a position in VYM in Q4 2015 and has held it in 10 quarters since. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

Hefty Wealth Partners held 31,538 shares of Vanguard High Dividend Yield ETF worth $2.6M as of Q1 2018.
Hefty Wealth Partners bought 2,454 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $211K.
Vanguard High Dividend Yield ETF made up 1.68% of Hefty Wealth Partners's portfolio in Q1 2018, its #19 holding.
Hefty Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 10 quarters since.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.