Juncture Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-3,006	Closed	-$257K	–	127
2019 Q1	$257K	Sell	3,006 -3,185	-51%	-$266K	0.2%	103
2018 Q4	$483K	Sell	6,191 -2,724	-31%	-$227K	0.33%	67
2018 Q3	$776K	Sell	8,915 -3,477	-28%	-$301K	0.41%	58
2018 Q2	$1.03M	Sell	12,392 -2,816	-19%	-$236K	0.55%	43
2018 Q1	$1.25M	Sell	15,208 -736	-5%	-$63.3K	0.7%	36
2017 Q4	$1.36M	Buy	15,944 +1,036	+7%	+$86.6K	0.77%	37
2017 Q3	$1.21M	Buy	14,908 +938	+7%	+$74.4K	0.68%	37
2017 Q2	$1.09M	Buy	13,970 +3,610	+35%	+$281K	0.63%	42
2017 Q1	$804K	Buy	10,360 +3,924	+61%	+$303K	0.49%	52
2016 Q4	$488K	Buy	6,436 +3,347	+108%	+$246K	0.34%	61
2016 Q3	$223K	Buy	+3,089	New	+$224K	0.15%	76

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 22.96% 1-Year Est. Return

Juncture Wealth Strategies's VYM Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 3,006 shares — an estimated $257K sold.

Juncture Wealth Strategies first reported a position in VYM in Q3 2016 and held it in 11 quarters. The position peaked at $1.36M in Q4 2017. 844 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

Juncture Wealth Strategies reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 3,006 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $257K.
Juncture Wealth Strategies first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 11 quarters.
Juncture Wealth Strategies's Vanguard High Dividend Yield ETF position peaked at $1.36M in Q4 2017.
844 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.