Optas LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Optas LLC’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 Q2	–	Sell	-4,981	Closed	-$353K	–	148
2020 Q1	$353K	Sell	4,981 -8,192	-62%	-$704K	0.18%	79
2019 Q4	$1.23M	Buy	+13,173	New	+$1.19M	0.48%	30

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 $1.24B AUM 2.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Optas LLC's VYM Position: Q2 2020 in Review

Optas LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 4,981 shares — an estimated $353K sold.

Optas LLC first reported a position in VYM in Q4 2019 and held it in 2 quarters. The position peaked at $1.23M in Q4 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Optas LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Optas LLC sold 4,981 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $353K.
Optas LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
Optas LLC's Vanguard High Dividend Yield ETF position peaked at $1.23M in Q4 2019.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Optas LLC's 13F filing for Q2 2020, filed 31 Jul 2020.