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

Keeler Thomas 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
2018 Q4	–	Sell	-2,300	Closed	-$200K	–	57
2018 Q3	$200K	Buy	+2,300	New	+$199K	0.17%	55
2018 Q2	–	Sell	-2,500	Closed	-$206K	–	58
2018 Q1	$206K	Hold	2,500	–	–	0.2%	54
2017 Q4	$214K	Buy	+2,500	New	+$209K	0.2%	53

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Keeler Thomas Management's VYM Position: Q4 2018 in Review

Keeler Thomas Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 2,300 shares — an estimated $200K sold.

Keeler Thomas Management first reported a position in VYM in Q4 2017 and held it in 3 quarters. The position peaked at $214K in Q4 2017. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Keeler Thomas Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Keeler Thomas Management sold 2,300 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $200K.
Keeler Thomas Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 3 quarters.
Keeler Thomas Management's Vanguard High Dividend Yield ETF position peaked at $214K in Q4 2017.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Keeler Thomas Management's 13F filing for Q4 2018, filed 24 Jan 2019.