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

LifePlan Financial Group’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
2020 Q3	$285K	Sell	3,527 -67	-2%	-$5.49K	0.12%	109
2020 Q2	$283K	Buy	3,594 +175	+5%	+$13.6K	0.13%	106
2020 Q1	$242K	Sell	3,419 -1,008	-23%	-$86.6K	0.13%	105
2019 Q4	$415K	Sell	4,427 -7	-0.2%	-$635	0.18%	89
2019 Q3	$393K	Buy	4,434 +2	+0%	+$175	0.18%	88
2019 Q2	$387K	Buy	4,432 +253	+6%	+$21.9K	0.19%	86
2019 Q1	$358K	Buy	4,179 +303	+8%	+$25.3K	0.19%	88
2018 Q4	$302K	Buy	3,876 +380	+11%	+$31.7K	0.19%	90
2018 Q3	$304K	Buy	3,496 +37	+1%	+$3.2K	0.16%	99
2018 Q2	$287K	Buy	3,459 +1,694	+96%	+$142K	0.16%	99
2018 Q1	$146K	Buy	+1,765	New	+$152K	0.09%	139

Other funds holding VYM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SBSB

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LifePlan Financial Group's VYM Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q3 2020, selling an estimated $5.49K and leaving 3,527 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #109.

LifePlan Financial Group first reported a position in VYM in Q1 2018 and has held it in 11 quarters since. The position peaked at $415K in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

LifePlan Financial Group held 3,527 shares of Vanguard High Dividend Yield ETF worth $285K as of Q3 2020.
LifePlan Financial Group sold 67 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $5.49K.
Vanguard High Dividend Yield ETF made up 0.12% of LifePlan Financial Group's portfolio in Q3 2020, its #109 holding.
LifePlan Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Vanguard High Dividend Yield ETF position peaked at $415K in Q4 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.