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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBSB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Miles Capital's VYM Position: Q1 2020 in Review

Miles Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q1 2020, buying an estimated $39.4K and bringing the position to 22,737 shares worth $1.61M. The position accounts for 1.73% of the portfolio, ranked #10.

Miles Capital first reported a position in VYM in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.14M in Q3 2018. 923 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Miles Capital held 22,737 shares of Vanguard High Dividend Yield ETF worth $1.61M as of Q1 2020.
Miles Capital bought 459 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $39.4K.
Vanguard High Dividend Yield ETF made up 1.73% of Miles Capital's portfolio in Q1 2020, its #10 holding.
Miles Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 11 quarters since.
Miles Capital's Vanguard High Dividend Yield ETF position peaked at $2.14M in Q3 2018.
923 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.