Paul John Balson’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Paul John Balson’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 Q4	$431K	Buy	4,706 +41	+0.9%	+$3.56K	0.09%	60
2020 Q3	$378K	Sell	4,665 -676	-13%	-$55.4K	0.09%	58
2020 Q2	$421K	Buy	5,341 +49	+0.9%	+$3.81K	0.16%	48
2020 Q1	$374K	Buy	+5,292	New	+$455K	0.2%	40

Other funds holding VYM

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paul John Balson's VYM Position: Q4 2020 in Review

Paul John Balson increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.88% in Q4 2020, buying an estimated $3.56K and bringing the position to 4,706 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #60.

Paul John Balson first reported a position in VYM in Q1 2020 and has held it in 4 quarters since. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

Paul John Balson held 4,706 shares of Vanguard High Dividend Yield ETF worth $431K as of Q4 2020.
Paul John Balson bought 41 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $3.56K.
Vanguard High Dividend Yield ETF made up 0.09% of Paul John Balson's portfolio in Q4 2020, its #60 holding.
Paul John Balson first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 4 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.