HSBC Holdings

HSBC Holdings’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HSBC Holdings’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 Q4	–	Sell	-5,582	Closed	-$452K	–	3162
2020 Q3	$452K	Hold	5,582	–	–	﹤0.01%	2011
2020 Q2	$440K	Buy	+5,582	New	+$434K	﹤0.01%	1921
2017 Q3	–	Sell	-22,800	Closed	-$1.78M	–	2334
2017 Q2	$1.78M	Buy	+22,800	New	+$1.78M	﹤0.01%	1300
2016 Q2	–	Sell	-3,120	Closed	-$215K	–	2165
2016 Q1	$215K	Hold	3,120	–	–	﹤0.01%	1899
2015 Q4	$208K	Sell	3,120 -275	-8%	-$18.5K	﹤0.01%	2059
2015 Q3	$212K	Buy	3,395 +275	+9%	+$18.1K	﹤0.01%	1777
2015 Q2	$210K	Buy	3,120 +100	+3%	+$6.94K	﹤0.01%	1810
2015 Q1	$206K	Sell	3,020 -270	-8%	-$18.6K	﹤0.01%	1915
2014 Q4	$229K	Buy	+3,290	New	+$223K	﹤0.01%	1665
2014 Q3	–	Sell	-4,129	Closed	-$274K	–	1805
2014 Q2	$274K	Sell	4,129 -305	-7%	-$19.7K	﹤0.01%	1624
2014 Q1	$278K	Sell	4,434 -4,795	-52%	-$295K	﹤0.01%	1551
2013 Q4	$574K	Sell	9,229 -9,105	-50%	-$550K	﹤0.01%	1394
2013 Q3	$1.06M	Buy	+18,334	New	+$1.07M	﹤0.01%	1217

Other funds holding VYM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return