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PagnatoKarp Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

PagnatoKarp 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
2020
Q2 		– Sell
-72,774
Closed -$5.15M – 150
2020
Q1 		$5.15M Buy
72,774
+31,286
+75% +$2.69M 1.28% 20
2019
Q4 		$3.89M Sell
41,488
-286
-0.7% -$25.9K 0.68% 29
2019
Q3 		$3.71M Sell
41,774
-1,652
-4% -$145K 0.74% 28
2019
Q2 		$3.79M Buy
43,426
+8,805
+25% +$761K 0.81% 25
2019
Q1 		$2.97M Sell
34,621
-10,428
-23% -$871K 0.66% 31
2018
Q4 		$3.51M Buy
45,049
+24,384
+118% +$2.03M 0.74% 30
2018
Q3 		$1.81M Buy
20,665
+2,014
+11% +$174K 0.53% 31
2018
Q2 		$1.55M Buy
18,651
+7,081
+61% +$593K 0.49% 33
2018
Q1 		$954K Sell
11,570
-6,581
-36% -$566K 0.4% 46
2017
Q4 		$1.55M Buy
18,151
+2,568
+16% +$215K 0.45% 33
2017
Q3 		$1.26M Sell
15,583
-349
-2% -$27.7K 0.32% 41
2017
Q2 		$1.25M Sell
15,932
-2,340
-13% -$182K 0.38% 37
2017
Q1 		$1.42M Sell
18,272
-15,398
-46% -$1.19M 0.41% 32
2016
Q4 		$2.55M Buy
+33,670
New +$2.47M 0.77% 25

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PagnatoKarp Partners's VYM Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 72,774 shares — an estimated $5.15M sold.

PagnatoKarp Partners first reported a position in VYM in Q4 2016 and held it in 14 quarters. The position peaked at $5.15M in Q1 2020. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

  • PagnatoKarp Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 72,774 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $5.15M.
  • PagnatoKarp Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 14 quarters.
  • PagnatoKarp Partners's Vanguard High Dividend Yield ETF position peaked at $5.15M in Q1 2020.
  • 919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.