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

Miller 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 Q3	–	Sell	-2,210	Closed	-$232K	–	95
2021 Q2	$232K	Buy	+2,210	New	+$232K	0.04%	76
2020 Q1	–	Sell	-2,210	Closed	-$207K	–	79
2019 Q4	$207K	Buy	+2,210	New	+$200K	0.05%	72
2015 Q2	–	Sell	-8,080	Closed	-$552K	–	70
2015 Q1	$552K	Sell	8,080 -6,380	-44%	-$438K	0.2%	46
2014 Q4	$994K	Hold	14,460	–	–	0.38%	34
2014 Q3	$960K	Buy	14,460 +1,000	+7%	+$66.7K	0.46%	35
2014 Q2	$893K	Sell	13,460 -5,720	-30%	-$370K	0.4%	38
2014 Q1	$1.21M	Sell	19,180 -28,680	-60%	-$1.76M	0.68%	33
2013 Q4	$2.98M	Hold	47,860	–	–	1.66%	5
2013 Q3	$2.75M	Hold	47,860	–	–	1.65%	5
2013 Q2	$2.7M	Buy	+47,860	New	+$2.71M	1.92%	5

Other funds holding VYM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Miller Investment Management's VYM Position: Q3 2021 in Review

Miller Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 2,210 shares — an estimated $232K sold.

Miller Investment Management first reported a position in VYM in Q2 2013 and held it in 10 quarters. The position peaked at $2.98M in Q4 2013. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Miller Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
Miller Investment Management sold 2,210 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $232K.
Miller Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 10 quarters.
Miller Investment Management's Vanguard High Dividend Yield ETF position peaked at $2.98M in Q4 2013.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Miller Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.