LVZ Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LVZ Inc’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 Q1	–	Sell	-7,320	Closed	-$627K	–	81
2017 Q4	$627K	Buy	7,320 +1,613	+28%	+$135K	0.19%	36
2017 Q3	$463K	Buy	5,707 +237	+4%	+$18.8K	0.15%	37
2017 Q2	$428K	Sell	5,470 -540	-9%	-$42.1K	0.15%	37
2017 Q1	$467K	Buy	6,010 +761	+14%	+$58.7K	0.17%	34
2016 Q4	$398K	Buy	5,249 +2,133	+68%	+$157K	0.16%	36
2016 Q3	$225K	Buy	+3,116	New	+$226K	0.09%	56

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LVZ Inc's VYM Position: Q1 2018 in Review

LVZ Inc sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2018, closing a stake of 7,320 shares — an estimated $627K sold.

LVZ Inc first reported a position in VYM in Q3 2016 and held it in 6 quarters. The position peaked at $627K in Q4 2017. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

LVZ Inc reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2018 after selling out during the quarter.
LVZ Inc sold 7,320 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $627K.
LVZ Inc first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 6 quarters.
LVZ Inc's Vanguard High Dividend Yield ETF position peaked at $627K in Q4 2017.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.