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

HWG 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
2018 Q2	–	Sell	-399	Closed	-$33K	–	126
2018 Q1	$33K	Sell	399 -301	-43%	-$25.9K	0.03%	56
2017 Q4	$60K	Hold	700	–	–	0.05%	63
2017 Q3	$57K	Sell	700 -630	-47%	-$50K	0.04%	53
2017 Q2	$104K	Buy	+1,330	New	+$104K	0.08%	36

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SBSB

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWG Holdings's VYM Position: Q2 2018 in Review

HWG Holdings sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2018, closing a stake of 399 shares — an estimated $33K sold.

HWG Holdings first reported a position in VYM in Q2 2017 and held it in 4 quarters. The position peaked at $104K in Q2 2017. 713 funds tracked by Wall St. Rank hold VYM as of Q2 2018.

HWG Holdings reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2018 after selling out during the quarter.
HWG Holdings sold 399 Vanguard High Dividend Yield ETF shares in Q2 2018, an estimated $33K.
HWG Holdings first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 4 quarters.
HWG Holdings's Vanguard High Dividend Yield ETF position peaked at $104K in Q2 2017.
713 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2018.

Based on HWG Holdings's 13F filing for Q2 2018, filed 20 Aug 2018.