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

LBA Wealth 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
2017 Q1	$8K	Hold	97	–	–	﹤0.01%	339
2016 Q4	$7K	Sell	97 -58	-37%	-$4.26K	﹤0.01%	347
2016 Q3	$11K	Hold	155	–	–	0.01%	322
2016 Q2	$11K	Buy	155 +115	+288%	+$8.04K	0.01%	308
2016 Q1	$3K	Hold	40	–	–	﹤0.01%	383
2015 Q4	$3K	Hold	40	–	–	﹤0.01%	374
2015 Q3	$3K	Buy	+40	New	+$2.63K	﹤0.01%	311

Other funds holding VYM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBSB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LBA Wealth Management's VYM Position: Q1 2017 in Review

LBA Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2017 at 97 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

LBA Wealth Management first reported a position in VYM in Q3 2015 and has held it in 7 quarters since. The position peaked at $11K in Q3 2016. 563 funds tracked by Wall St. Rank hold VYM as of Q1 2017.

LBA Wealth Management held 97 shares of Vanguard High Dividend Yield ETF worth $8K as of Q1 2017.
LBA Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2017.
Vanguard High Dividend Yield ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #339 holding.
LBA Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 7 quarters since.
LBA Wealth Management's Vanguard High Dividend Yield ETF position peaked at $11K in Q3 2016.
563 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.