MCM
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McKinley Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McKinley Capital Management’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
2023
Q1 		– Sell
-4,066
Closed -$440K – 178
2022
Q4 		$440K Buy
+4,066
New +$433K 0.06% 161
2019
Q2 		– Sell
-730
Closed -$63K – 289
2019
Q1 		$63K Sell
730
-250
-26% -$20.9K ﹤0.01% 213
2018
Q4 		$76K Sell
980
-1,270
-56% -$106K 0.01% 206
2018
Q3 		$196K Buy
+2,250
New +$195K 0.01% 205
2018
Q2 		– Sell
-743
Closed -$61K – 347
2018
Q1 		$61K Sell
743
-9,407
-93% -$809K ﹤0.01% 295
2017
Q4 		$869K Buy
+10,150
New +$849K 0.04% 240
2016
Q4 		– Sell
-9,310
Closed -$672K – 580
2016
Q3 		$672K Buy
+9,310
New +$676K 0.02% 271
2016
Q1 		– Sell
-592
Closed -$40K – 393
2015
Q4 		$40K Buy
+592
New +$39.7K ﹤0.01% 324

Other funds holding VYM

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return