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Physicians Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Physicians Financial 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
2020
Q4 		– Sell
-3,454
Closed -$280K – 110
2020
Q3 		$280K Hold
3,454
– – 0.14% 93
2020
Q2 		$272K Buy
3,454
+4
+0.1% +$311 0.15% 92
2020
Q1 		$244K Sell
3,450
-3,411
-50% -$293K 0.17% 92
2019
Q4 		$643K Buy
6,861
+56
+0.8% +$5.08K 0.35% 71
2019
Q3 		$604K Buy
6,805
+61
+0.9% +$5.34K 0.35% 70
2019
Q2 		$589K Sell
6,744
-2,836
-30% -$245K 0.35% 68
2019
Q1 		$821K Buy
9,580
+73
+0.8% +$6.1K 0.51% 57
2018
Q4 		$741K Buy
+9,507
New +$793K 0.54% 57
2018
Q1 		– Sell
-9,140
Closed -$783K – 114
2017
Q4 		$783K Buy
9,140
+2,951
+48% +$247K 0.6% 55
2017
Q3 		$502K Buy
6,189
+46
+0.7% +$3.65K 0.41% 75
2017
Q2 		$480K Sell
6,143
-165
-3% -$12.9K 0.41% 74
2017
Q1 		$490K Sell
6,308
-16,585
-72% -$1.28M 0.42% 74
2016
Q4 		$1.68M Sell
22,893
-154
-0.7% -$11.3K 1.37% 20
2016
Q3 		$1.66M Buy
23,047
+154
+0.7% +$11.2K 1.39% 19
2016
Q2 		$1.64M Buy
22,893
+191
+0.8% +$13.3K 1.43% 18
2016
Q1 		$1.57M Sell
22,702
-10,668
-32% -$699K 1.42% 20
2015
Q4 		$2.23M Buy
+33,370
New +$2.24M 2.06% 7

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Physicians Financial Services's VYM Position: Q4 2020 in Review

Physicians Financial Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2020, closing a stake of 3,454 shares — an estimated $280K sold.

Physicians Financial Services first reported a position in VYM in Q4 2015 and held it in 17 quarters. The position peaked at $2.23M in Q4 2015. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

  • Physicians Financial Services reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
  • Physicians Financial Services sold 3,454 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $280K.
  • Physicians Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 17 quarters.
  • Physicians Financial Services's Vanguard High Dividend Yield ETF position peaked at $2.23M in Q4 2015.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Physicians Financial Services's 13F filing for Q4 2020, filed 3 Feb 2021.