Opes Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Opes Advisors’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	$1.23M	Buy	15,747 +11	+0.1%	+$918	0.88%	26
2018 Q3	$1.37M	Sell	15,736 -1,089	-6%	-$94.2K	1%	21
2018 Q2	$1.4M	Sell	16,825 -85	-0.5%	-$7.12K	1.02%	23
2018 Q1	$1.4M	Sell	16,910 -1,521	-8%	-$131K	1.13%	20
2017 Q4	$1.58M	Sell	18,431 -5,861	-24%	-$490K	1.12%	20
2017 Q3	$1.97M	Sell	24,292 -1,702	-7%	-$135K	1.26%	21
2017 Q2	$2.07M	Sell	25,994 -399	-2%	-$31.1K	1.28%	21
2017 Q1	$2.05M	Buy	26,393 +5,415	+26%	+$418K	1.45%	20
2016 Q4	$1.59M	Buy	+20,978	New	+$1.54M	1.63%	18

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 New York $871B AUM 31.28% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Opes Advisors's VYM Position: Q4 2018 in Review

Opes Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q4 2018, buying an estimated $918 and bringing the position to 15,747 shares worth $1.23M. The position accounts for 0.88% of the portfolio, ranked #26.

Opes Advisors first reported a position in VYM in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.07M in Q2 2017. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Opes Advisors held 15,747 shares of Vanguard High Dividend Yield ETF worth $1.23M as of Q4 2018.
Opes Advisors bought 11 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $918.
Vanguard High Dividend Yield ETF made up 0.88% of Opes Advisors's portfolio in Q4 2018, its #26 holding.
Opes Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 9 quarters since.
Opes Advisors's Vanguard High Dividend Yield ETF position peaked at $2.07M in Q2 2017.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.