Huber Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Huber Financial 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
2020 Q1	$365K	Sell	5,153 -183	-3%	-$15.7K	0.14%	71
2019 Q4	$500K	Sell	5,336 -119	-2%	-$10.8K	0.17%	73
2019 Q3	$484K	Hold	5,455	–	–	0.19%	66
2019 Q2	$477K	Buy	5,455 +135	+3%	+$11.7K	0.21%	65
2019 Q1	$456K	Buy	5,320 +110	+2%	+$9.19K	0.22%	66
2018 Q4	$406K	Buy	5,210 +207	+4%	+$17.3K	0.22%	59
2018 Q3	$436K	Hold	5,003	–	–	0.33%	54
2018 Q2	$415K	Buy	5,003 +21	+0.4%	+$1.76K	0.38%	53
2018 Q1	$411K	Sell	4,982 -43	-0.9%	-$3.7K	0.4%	48
2017 Q4	$430K	Buy	+5,025	New	+$420K	0.47%	42

Other funds holding VYM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

Huber Financial Advisors's VYM Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q1 2020, selling an estimated $15.7K and leaving 5,153 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #71.

Huber Financial Advisors first reported a position in VYM in Q4 2017 and has held it in 10 quarters since. The position peaked at $500K in Q4 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Huber Financial Advisors held 5,153 shares of Vanguard High Dividend Yield ETF worth $365K as of Q1 2020.
Huber Financial Advisors sold 183 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $15.7K.
Vanguard High Dividend Yield ETF made up 0.14% of Huber Financial Advisors's portfolio in Q1 2020, its #71 holding.
Huber Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $500K in Q4 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.