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Houlihan Financial Resource Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Houlihan Financial Resource Group’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
Q3 		$35K Buy
+395
New +$32.4K 0.02% 201

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Houlihan Financial Resource Group's VYM Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2020: 395 shares worth $35K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

  • Houlihan Financial Resource Group held 395 shares of Vanguard High Dividend Yield ETF worth $35K as of Q3 2020.
  • Vanguard High Dividend Yield ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • Vanguard High Dividend Yield ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #201 holding.
  • 929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.