OBWP
VYM icon

O'Brien Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-161
Closed -$14K – 201
2018
Q3 		$14K Buy
+161
New +$13.9K 0.01% 119

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

O'Brien Wealth Partners's VYM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 161 shares — an estimated $14K sold.

O'Brien Wealth Partners first reported a position in VYM in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 161 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $14K.
  • O'Brien Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $14K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.