Parasol Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parasol Investment Management’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
2017 Q1	–	Sell	-2,040	Closed	-$155K	–	142
2016 Q4	$155K	Sell	2,040 -25	-1%	-$1.83K	0.16%	71
2016 Q3	$149K	Hold	2,065	–	–	0.16%	70
2016 Q2	$148K	Hold	2,065	–	–	0.15%	68
2016 Q1	$143K	Hold	2,065	–	–	0.14%	61
2015 Q4	$138K	Buy	2,065 +80	+4%	+$5.37K	0.13%	59
2015 Q3	$124K	Hold	1,985	–	–	0.11%	65
2015 Q2	$134K	Buy	1,985 +235	+13%	+$16.3K	0.09%	73
2015 Q1	$120K	Sell	1,750 -592	-25%	-$40.7K	0.08%	72
2014 Q4	$161K	Buy	2,342 +592	+34%	+$40.2K	0.11%	67
2014 Q3	$116K	Sell	1,750 -300	-15%	-$20K	0.08%	68
2014 Q2	$136K	Hold	2,050	–	–	0.09%	64
2014 Q1	$129K	Buy	2,050 +1,050	+105%	+$64.5K	0.09%	51
2013 Q4	$62K	Buy	+1,000	New	+$60.4K	0.04%	68

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Parasol Investment Management's VYM Position: Q1 2017 in Review

Parasol Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2017, closing a stake of 2,040 shares — an estimated $155K sold.

Parasol Investment Management first reported a position in VYM in Q4 2013 and held it in 13 quarters. The position peaked at $161K in Q4 2014. 563 funds tracked by Wall St. Rank hold VYM as of Q1 2017.

Parasol Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 2,040 Vanguard High Dividend Yield ETF shares in Q1 2017, an estimated $155K.
Parasol Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Vanguard High Dividend Yield ETF position peaked at $161K in Q4 2014.
563 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.