Parisi Gray Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Parisi Gray Wealth 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
2019 Q1	–	Sell	-1	Closed	–	–	579
2018 Q4	$0	Hold	1	–	–	﹤0.01%	613
2018 Q3	$0	Hold	1	–	–	﹤0.01%	607
2018 Q2	$0	Buy	+1	New	+$84	﹤0.01%	647
2018 Q1	–	Sell	-1	Closed	–	–	658
2017 Q4	$0	Buy	+1	New	+$84	﹤0.01%	651

Other funds holding VYM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parisi Gray Wealth Management's VYM Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2019, closing a stake of 1 share.

Parisi Gray Wealth Management first reported a position in VYM in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 826 funds tracked by Wall St. Rank hold VYM as of Q1 2019.

Parisi Gray Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 1 Vanguard High Dividend Yield ETF share in Q1 2019.
Parisi Gray Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 4 quarters.
Parisi Gray Wealth Management's Vanguard High Dividend Yield ETF position peaked at $0 in Q4 2018.
826 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.