Lee Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lee Financial’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 Q3	–	Sell	-4,080	Closed	-$339K	–	730
2018 Q2	$339K	Buy	+4,080	New	+$342K	0.08%	108
2018 Q1	–	Sell	-3,820	Closed	-$327K	–	780
2017 Q4	$327K	Buy	3,820 +550	+17%	+$46K	0.1%	99
2017 Q3	$265K	Buy	3,270 +1,670	+104%	+$133K	0.09%	102
2017 Q2	$125K	Buy	+1,600	New	+$125K	0.05%	136

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lee Financial's VYM Position: Q3 2018 in Review

Lee Financial sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2018, closing a stake of 4,080 shares — an estimated $339K sold.

Lee Financial first reported a position in VYM in Q2 2017 and held it in 4 quarters. The position peaked at $339K in Q2 2018. 735 funds tracked by Wall St. Rank hold VYM as of Q3 2018.

Lee Financial reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 4,080 Vanguard High Dividend Yield ETF shares in Q3 2018, an estimated $339K.
Lee Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and held it in 4 quarters.
Lee Financial's Vanguard High Dividend Yield ETF position peaked at $339K in Q2 2018.
735 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.