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

Optimum Investment 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
2020 Q3	–	Sell	-250	Closed	-$20K	–	935
2020 Q2	$20K	Hold	250	–	–	0.01%	606
2020 Q1	$18K	Hold	250	–	–	0.01%	601
2019 Q4	$23K	Sell	250 -155	-38%	-$14.1K	0.01%	651
2019 Q3	$36K	Buy	405 +155	+62%	+$13.6K	0.01%	572
2019 Q2	$22K	Buy	+250	New	+$21.6K	0.01%	659
2015 Q1	$20K	Buy	+300	New	+$20.6K	0.01%	689

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 $374B AUM 17.66% 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

Optimum Investment Advisors's VYM Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 250 shares — an estimated $20K sold.

Optimum Investment Advisors first reported a position in VYM in Q1 2015 and held it in 6 quarters. The position peaked at $36K in Q3 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Optimum Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 250 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $20K.
Optimum Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 6 quarters.
Optimum Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $36K in Q3 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.