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Marietta Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marietta Investment Partners’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
2014
Q2 		– Sell
-8,795
Closed -$555K – 128
2014
Q1 		$555K Buy
+8,795
New +$540K 0.21% 82

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $377B AUM 19.32% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Marietta Investment Partners's VYM Position: Q2 2014 in Review

Marietta Investment Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2014, closing a stake of 8,795 shares — an estimated $555K sold.

Marietta Investment Partners first reported a position in VYM in Q1 2014 and held it in 1 quarter. The position peaked at $555K in Q1 2014. 279 funds tracked by Wall St. Rank hold VYM as of Q2 2014.

  • Marietta Investment Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 8,795 Vanguard High Dividend Yield ETF shares in Q2 2014, an estimated $555K.
  • Marietta Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and held it in 1 quarter.
  • Marietta Investment Partners's Vanguard High Dividend Yield ETF position peaked at $555K in Q1 2014.
  • 279 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2014.

Based on Marietta Investment Partners's 13F filing for Q2 2014, filed 11 Aug 2014.