J.P. Turner & Co Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$296K Buy
4,677
+640
+16% +$42.1K 0.31% 112
2015
Q2
$268K Buy
4,037
+356
+10% +$24.7K 0.21% 160
2015
Q1
$253K Hold
3,681
0.23% 137
2014
Q4
$255K Buy
+3,681
New +$250K 0.25% 132

Other funds holding VYM

J.P. Turner & Co Capital Management's VYM Position: Q3 2015 in Review

J.P. Turner & Co Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q3 2015, buying an estimated $42.1K and bringing the position to 4,677 shares worth $296K. The position accounts for 0.31% of the portfolio, ranked #112.

J.P. Turner & Co Capital Management first reported a position in VYM in Q4 2014 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold VYM as of Q3 2015.

  • J.P. Turner & Co Capital Management held 4,677 shares of Vanguard High Dividend Yield ETF worth $296K as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 640 Vanguard High Dividend Yield ETF shares in Q3 2015, an estimated $42.1K.
  • Vanguard High Dividend Yield ETF made up 0.31% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #112 holding.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.