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Merrion Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Merrion Investment 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
2021
Q1 		– Sell
-114
Closed -$10K – 239
2020
Q4 		$10K Buy
+114
New +$9.9K 0.01% 180

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RJA
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Merrion Investment Management's VYM Position: Q1 2021 in Review

Merrion Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 114 shares — an estimated $10K sold.

Merrion Investment Management first reported a position in VYM in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • Merrion Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 114 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $10K.
  • Merrion Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Vanguard High Dividend Yield ETF position peaked at $10K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.