Partnervest Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Partnervest Advisory Services’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	-5,072	Closed	-$384K	–	211
2016 Q4	$384K	Sell	5,072 -729	-13%	-$53.5K	0.18%	115
2016 Q3	$418K	Sell	5,801 -1,494	-20%	-$109K	0.2%	113
2016 Q2	$521K	Buy	7,295 +105	+1%	+$7.34K	0.26%	86
2016 Q1	$496K	Buy	7,190 +301	+4%	+$19.7K	0.28%	85
2015 Q4	$460K	Buy	+6,889	New	+$462K	0.26%	86
2014 Q3	–	Sell	-381	Closed	-$25K	–	798
2014 Q2	$25K	Buy	381 +193	+103%	+$12.5K	0.01%	494
2014 Q1	$12K	Buy	188 +168	+840%	+$10.3K	0.01%	628
2013 Q4	$1K	Hold	20	–	–	﹤0.01%	972
2013 Q3	$1K	Buy	+20	New	+$1.16K	﹤0.01%	980

Other funds holding VYM

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $431B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return