Keel Point’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keel Point’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
2020 Q1	–	Sell	-2,534	Closed	-$237K	–	206
2019 Q4	$237K	Hold	2,534	–	–	0.03%	173
2019 Q3	$225K	Buy	+2,534	New	+$222K	0.03%	166
2018 Q4	–	Sell	-12,270	Closed	-$1.07M	–	228
2018 Q3	$1.07M	Sell	12,270 -284	-2%	-$24.6K	0.13%	52
2018 Q2	$1.04M	Sell	12,554 -445	-3%	-$37.3K	0.14%	50
2018 Q1	$1.07M	Sell	12,999 -1,600	-11%	-$138K	0.15%	48
2017 Q4	$1.25M	Sell	14,599 -702	-5%	-$58.7K	0.17%	46
2017 Q3	$1.24M	Buy	15,301 +118	+0.8%	+$9.36K	0.19%	47
2017 Q2	$1.19M	Buy	15,183 +1,719	+13%	+$134K	0.24%	42
2017 Q1	$1.04M	Sell	13,464 -373	-3%	-$28.8K	0.21%	49
2016 Q4	$1.05M	Sell	13,837 -713	-5%	-$52.3K	0.24%	46
2016 Q3	$1.05M	Buy	14,550 +3,627	+33%	+$263K	0.4%	39
2016 Q2	$781K	Buy	10,923 +3,396	+45%	+$237K	0.34%	52
2016 Q1	$520K	Buy	+7,527	New	+$493K	0.26%	66

Other funds holding VYM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return