Miles Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Miles Capital’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
2020 Q1	$1.61M	Buy	22,737 +459	+2%	+$39.4K	1.73%	10
2019 Q4	$2.09M	Buy	22,278 +79	+0.4%	+$7.16K	1.68%	8
2019 Q3	$1.97M	Sell	22,199 -544	-2%	-$47.6K	1.62%	9
2019 Q2	$1.99M	Sell	22,743 -442	-2%	-$38.2K	1.62%	7
2019 Q1	$1.99M	Sell	23,185 -83	-0.4%	-$6.93K	1.72%	5
2018 Q4	$1.81M	Sell	23,268 -1,296	-5%	-$108K	1.79%	5
2018 Q3	$2.14M	Buy	24,564 +1,745	+8%	+$151K	1.73%	5
2018 Q2	$1.9M	Sell	22,819 -1,540	-6%	-$129K	1.17%	7
2018 Q1	$2.01M	Buy	24,359 +5,691	+30%	+$489K	1.11%	8
2017 Q4	$1.6M	Sell	18,668 -189	-1%	-$15.8K	0.93%	14
2017 Q3	$1.53M	Buy	+18,857	New	+$1.5M	0.87%	10

Other funds holding VYM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return