Kathryn A. Hall’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kathryn A. Hall’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 Q3	–	Sell	-5,335	Closed	-$559K	–	56
2021 Q2	$559K	Sell	5,335 -1,227	-19%	-$129K	0.18%	47
2021 Q1	$663K	Hold	6,562	–	–	0.22%	45
2020 Q4	$600K	Sell	6,562 -11,957	-65%	-$1.04M	0.21%	48
2020 Q3	$1.5M	Buy	18,519 +3,741	+25%	+$306K	0.71%	22
2020 Q2	$1.16M	Hold	14,778	–	–	0.67%	24
2020 Q1	$1.05M	Buy	+14,778	New	+$1.27M	0.87%	18
2016 Q3	–	Sell	-45,228	Closed	-$3.23M	–	5
2016 Q2	$3.23M	Hold	45,228	–	–	4.25%	2
2016 Q1	$3.12M	Hold	45,228	–	–	3.01%	2
2015 Q4	$3.02M	Hold	45,228	–	–	2.77%	3
2015 Q3	$2.83M	Hold	45,228	–	–	2.79%	2
2015 Q2	$3.04M	Hold	45,228	–	–	1.58%	6
2015 Q1	$3.09M	Hold	45,228	–	–	1.07%	8
2014 Q4	$3.11M	Hold	45,228	–	–	0.86%	10
2014 Q3	$3M	Buy	+45,228	New	+$3.02M	0.78%	10

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

Kathryn A. Hall's VYM Position: Q3 2021 in Review

Kathryn A. Hall sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 5,335 shares — an estimated $559K sold.

Kathryn A. Hall first reported a position in VYM in Q3 2014 and held it in 14 quarters. The position peaked at $3.23M in Q2 2016. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Kathryn A. Hall reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
Kathryn A. Hall sold 5,335 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $559K.
Kathryn A. Hall first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and held it in 14 quarters.
Kathryn A. Hall's Vanguard High Dividend Yield ETF position peaked at $3.23M in Q2 2016.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Kathryn A. Hall's 13F filing for Q3 2021, filed 15 Nov 2021.