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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-235
Closed -$22K – 703
2020
Q4 		$22K Buy
+235
New +$20.4K ﹤0.01% 505

Other funds holding VYM

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VYM Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 235 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VYM in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 235 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $22K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard High Dividend Yield ETF position peaked at $22K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.