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

Lehman Financial Resources’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	$267K	Hold	3,075	–	–	0.13%	75
2018 Q2	$255K	Buy	+3,075	New	+$257K	0.13%	68
2015 Q4	–	Sell	-190	Closed	-$11K	–	348
2015 Q3	$11K	Buy	+190	New	+$12.5K	0.01%	302

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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 $71.6B AUM 21.08% 1-Year Est. Return

Lehman Financial Resources's VYM Position: Q3 2018 in Review

Lehman Financial Resources held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2018 at 3,075 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #75.

Lehman Financial Resources first reported a position in VYM in Q3 2015 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold VYM as of Q3 2018.

Lehman Financial Resources held 3,075 shares of Vanguard High Dividend Yield ETF worth $267K as of Q3 2018.
Lehman Financial Resources left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2018.
Vanguard High Dividend Yield ETF made up 0.13% of Lehman Financial Resources's portfolio in Q3 2018, its #75 holding.
Lehman Financial Resources first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 3 quarters since.
736 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.