Northstar Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Northstar Wealth Partners’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 Q3	$2.68M	Buy	33,079 +2,470	+8%	+$202K	1.25%	25
2020 Q2	$2.41M	Buy	30,609 +7,332	+31%	+$570K	1.01%	33
2020 Q1	$1.65M	Sell	23,277 -337	-1%	-$29K	0.84%	39
2019 Q4	$2.21M	Buy	23,614 +7,274	+45%	+$660K	0.91%	32
2019 Q3	$1.45M	Buy	16,340 +5,686	+53%	+$498K	0.64%	55
2019 Q2	$931K	Buy	10,654 +1,513	+17%	+$131K	0.41%	72
2019 Q1	$783K	Buy	9,141 +405	+5%	+$33.8K	0.36%	78
2018 Q4	$681K	Buy	8,736 +1,358	+18%	+$113K	0.36%	81
2018 Q3	$642K	Buy	7,378 +4,905	+198%	+$424K	0.31%	90
2018 Q2	$205K	Buy	+2,473	New	+$207K	0.1%	180
2018 Q1	–	Sell	-5,516	Closed	-$481K	–	202
2017 Q4	$481K	Hold	5,516	–	–	0.43%	71
2017 Q3	$451K	Sell	5,516 -1,590	-22%	-$126K	0.44%	76
2017 Q2	$554K	Buy	7,106 +122	+2%	+$9.5K	0.51%	63
2017 Q1	$540K	Buy	+6,984	New	+$539K	0.5%	64

Other funds holding VYM

RJA

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

USAA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SBSB

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

RJFSA

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

Northstar Wealth Partners's VYM Position: Q3 2020 in Review

Northstar Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.1% in Q3 2020, buying an estimated $202K and bringing the position to 33,079 shares worth $2.68M. The position accounts for 1.25% of the portfolio, ranked #25.

Northstar Wealth Partners first reported a position in VYM in Q1 2017 and has held it in 14 quarters since. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Northstar Wealth Partners held 33,079 shares of Vanguard High Dividend Yield ETF worth $2.68M as of Q3 2020.
Northstar Wealth Partners bought 2,470 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $202K.
Vanguard High Dividend Yield ETF made up 1.25% of Northstar Wealth Partners's portfolio in Q3 2020, its #25 holding.
Northstar Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 14 quarters since.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.