Nachman Norwood & Parrott’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Nachman Norwood & Parrott’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 Q2	$7.21M	Buy	68,775 +1,869	+3%	+$196K	0.73%	29
2021 Q1	$6.76M	Buy	66,906 +374	+0.6%	+$36.1K	0.74%	29
2020 Q4	$6.09M	Buy	66,532 +3,289	+5%	+$286K	0.71%	30
2020 Q3	$5.12M	Sell	63,243 -4,548	-7%	-$373K	0.69%	31
2020 Q2	$5.34M	Buy	67,791 +9,128	+16%	+$710K	0.88%	19
2020 Q1	$4.15M	Buy	58,663 +43,925	+298%	+$3.77M	0.84%	22
2019 Q4	$1.38M	Buy	14,738 +213	+1%	+$19.3K	0.23%	83
2019 Q3	$1.29M	Buy	14,525 +4,134	+40%	+$362K	0.23%	82
2019 Q2	$908K	Buy	10,391 +16	+0.2%	+$1.38K	0.16%	105
2019 Q1	$889K	Buy	10,375 +217	+2%	+$18.1K	0.17%	104
2018 Q4	$792K	Buy	+10,158	New	+$847K	0.17%	103

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

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

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

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

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

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

Nachman Norwood & Parrott's VYM Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.8% in Q2 2021, buying an estimated $196K and bringing the position to 68,775 shares worth $7.21M. The position accounts for 0.73% of the portfolio, ranked #29.

Nachman Norwood & Parrott first reported a position in VYM in Q4 2018 and has held it in 11 quarters since. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Nachman Norwood & Parrott held 68,775 shares of Vanguard High Dividend Yield ETF worth $7.21M as of Q2 2021.
Nachman Norwood & Parrott bought 1,869 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $196K.
Vanguard High Dividend Yield ETF made up 0.73% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #29 holding.
Nachman Norwood & Parrott first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 11 quarters since.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.