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Kalos Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kalos Management’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
Q2 		– Sell
-3,885
Closed -$412K – 313
2021
Q1 		$412K Buy
+3,885
New +$375K 0.13% 181
2015
Q4 		– Hold
0
– – – 183

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kalos Management's VYM Position: Q2 2021 in Review

Kalos Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 3,885 shares — an estimated $412K sold.

Kalos Management first reported a position in VYM in Q1 2021 and held it in 1 quarter. The position peaked at $412K in Q1 2021. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

  • Kalos Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
  • Kalos Management sold 3,885 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $412K.
  • Kalos Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and held it in 1 quarter.
  • Kalos Management's Vanguard High Dividend Yield ETF position peaked at $412K in Q1 2021.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Kalos Management's 13F filing for Q2 2021, filed 11 Aug 2021.