Northern Capital Management (Washington)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Northern Capital Management (Washington)’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	-2,409	Closed	-$252K	–	42
2021 Q2	$252K	Sell	2,409 -360	-13%	-$37.8K	0.21%	36
2021 Q1	$280K	Sell	2,769 -1,452	-34%	-$140K	0.25%	32
2020 Q4	$386K	Buy	+4,221	New	+$367K	0.38%	23

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

Northern Capital Management (Washington)'s VYM Position: Q3 2021 in Review

Northern Capital Management (Washington) sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 2,409 shares — an estimated $252K sold.

Northern Capital Management (Washington) first reported a position in VYM in Q4 2020 and held it in 3 quarters. The position peaked at $386K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Northern Capital Management (Washington) reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
Northern Capital Management (Washington) sold 2,409 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $252K.
Northern Capital Management (Washington) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 3 quarters.
Northern Capital Management (Washington)'s Vanguard High Dividend Yield ETF position peaked at $386K in Q4 2020.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Northern Capital Management (Washington)'s 13F filing for Q3 2021, filed 13 Oct 2021.