HPCM
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Hunter Perkins Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hunter Perkins Capital Management’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
Q1 		– Sell
-8,275
Closed -$757K – 169
2020
Q4 		$757K Buy
+8,275
New +$719K 0.13% 98

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hunter Perkins Capital Management's VYM Position: Q1 2021 in Review

Hunter Perkins Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 8,275 shares — an estimated $757K sold.

Hunter Perkins Capital Management first reported a position in VYM in Q4 2020 and held it in 1 quarter. The position peaked at $757K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • Hunter Perkins Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 8,275 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $757K.
  • Hunter Perkins Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 1 quarter.
  • Hunter Perkins Capital Management's Vanguard High Dividend Yield ETF position peaked at $757K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.