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MidWestOne Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MidWestOne Financial Group’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
2019
Q3 		– Sell
-3,830
Closed -$335K – 255
2019
Q2 		$335K Buy
+3,830
New +$331K 0.09% 198

Other funds holding VYM

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USAA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MidWestOne Financial Group's VYM Position: Q3 2019 in Review

MidWestOne Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 3,830 shares — an estimated $335K sold.

MidWestOne Financial Group first reported a position in VYM in Q2 2019 and held it in 1 quarter. The position peaked at $335K in Q2 2019. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

  • MidWestOne Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
  • MidWestOne Financial Group sold 3,830 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $335K.
  • MidWestOne Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and held it in 1 quarter.
  • MidWestOne Financial Group's Vanguard High Dividend Yield ETF position peaked at $335K in Q2 2019.
  • 859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on MidWestOne Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.