Lebenthal Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lebenthal Wealth Advisors’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
2016 Q2	$241K	Buy	+3,375	New	+$236K	0.71%	65

Other funds holding VYM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SBSB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lebenthal Wealth Advisors's VYM Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2016: 3,375 shares worth $241K. The stake represents 0.71% of the portfolio and ranks #65 among its holdings.

465 funds tracked by Wall St. Rank hold VYM as of Q2 2016.

Lebenthal Wealth Advisors held 3,375 shares of Vanguard High Dividend Yield ETF worth $241K as of Q2 2016.
Vanguard High Dividend Yield ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
Vanguard High Dividend Yield ETF made up 0.71% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #65 holding.
465 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.