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

JOYN 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
2019 Q1	–	Sell	-145	Closed	-$11K	–	1389
2018 Q4	$11K	Buy	145 +58	+67%	+$4.84K	﹤0.01%	943
2018 Q3	$8K	Hold	87	–	–	﹤0.01%	1039
2018 Q2	$7K	Buy	+87	New	+$7.29K	﹤0.01%	1042

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JOYN Advisors's VYM Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2019, closing a stake of 145 shares — an estimated $11K sold.

JOYN Advisors first reported a position in VYM in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2018. 826 funds tracked by Wall St. Rank hold VYM as of Q1 2019.

JOYN Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 145 Vanguard High Dividend Yield ETF shares in Q1 2019, an estimated $11K.
JOYN Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Vanguard High Dividend Yield ETF position peaked at $11K in Q4 2018.
826 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.