Hochman Cole Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hochman Cole Investment 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
2021 Q3	$279K	Buy	2,695 +13	+0.5%	+$1.37K	0.11%	112
2021 Q2	$281K	Sell	2,682 -24	-0.9%	-$2.52K	0.11%	106
2021 Q1	$274K	Buy	2,706 +12	+0.4%	+$1.16K	0.12%	107
2020 Q4	$247K	Sell	2,694 -183	-6%	-$15.9K	0.11%	108
2020 Q3	$233K	Sell	2,877 -104	-3%	-$8.52K	0.11%	103
2020 Q2	$235K	Sell	2,981 -342	-10%	-$26.6K	0.13%	95
2020 Q1	$235K	Buy	+3,323	New	+$285K	0.16%	91

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's VYM Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.48% in Q3 2021, buying an estimated $1.37K and bringing the position to 2,695 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #112.

Hochman Cole Investment Advisors first reported a position in VYM in Q1 2020 and has held it in 7 quarters since. The position peaked at $281K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Hochman Cole Investment Advisors held 2,695 shares of Vanguard High Dividend Yield ETF worth $279K as of Q3 2021.
Hochman Cole Investment Advisors bought 13 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $1.37K.
Vanguard High Dividend Yield ETF made up 0.11% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #112 holding.
Hochman Cole Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 7 quarters since.
Hochman Cole Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $281K in Q2 2021.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.