PPA
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Parametric Portfolio Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$1.1M Buy
9,838
+5,717
+139% +$638K ﹤0.01% 2733
2021
Q4 		$462K Buy
4,121
+165
+4% +$18K ﹤0.01% 3107
2021
Q3 		$409K Buy
3,956
+477
+14% +$50.4K ﹤0.01% 3183
2021
Q2 		$364K Buy
3,479
+695
+25% +$73K ﹤0.01% 3203
2021
Q1 		$281K Buy
2,784
+60
+2% +$5.79K ﹤0.01% 3744
2020
Q4 		$249K Sell
2,724
-195
-7% -$16.9K ﹤0.01% 3682
2020
Q3 		$236K Sell
2,919
-334
-10% -$27.4K ﹤0.01% 3587
2020
Q2 		$256K Buy
+3,253
New +$253K ﹤0.01% 3540
2018
Q2 		– Sell
-4,646
Closed -$383K – 3945
2018
Q1 		$383K Buy
+4,646
New +$399K ﹤0.01% 3476

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return