ONST
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Old North State Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Old North State Trust’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
-76
Closed -$8K – 355
2021
Q2 		$8K Hold
76
– – 0.01% 312
2021
Q1 		$8K Sell
76
-77
-50% -$7.43K 0.01% 304
2020
Q4 		$14K Hold
153
– – 0.01% 273
2020
Q3 		$12K Buy
+153
New +$12.5K 0.01% 279
2020
Q1 		– Sell
-305
Closed -$29K – 312
2019
Q4 		$29K Hold
305
– – 0.02% 238
2019
Q3 		$27K Buy
+305
New +$26.7K 0.02% 250

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RJA
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return