Integer Wealth Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$943K	Sell	9,199 -1,679	-15%	-$162K	0.51%	33
2020 Q4	$1.02M	Sell	10,878 -2,129	-16%	-$185K	0.67%	33
2020 Q3	$1.05M	Buy	13,007 +2,726	+27%	+$223K	0.97%	26
2020 Q2	$797K	Buy	10,281 +635	+7%	+$49.4K	0.82%	26
2020 Q1	$746K	Buy	+9,646	New	+$829K	0.85%	28

Other funds holding VYM

USAA

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

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

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

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

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

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

Integer Wealth Advisors Group's VYM Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2021, selling an estimated $162K and leaving 9,199 shares worth $943K. The position accounts for 0.51% of the portfolio, ranked #33.

Integer Wealth Advisors Group first reported a position in VYM in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.05M in Q3 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

Integer Wealth Advisors Group held 9,199 shares of Vanguard High Dividend Yield ETF worth $943K as of Q1 2021.
Integer Wealth Advisors Group sold 1,679 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $162K.
Vanguard High Dividend Yield ETF made up 0.51% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #33 holding.
Integer Wealth Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 5 quarters since.
Integer Wealth Advisors Group's Vanguard High Dividend Yield ETF position peaked at $1.05M in Q3 2020.
1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.