Pinnacle Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pinnacle Advisory Group’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 Q3	–	Sell	-2,371	Closed	-$207K	–	174
2019 Q2	$207K	Hold	2,371	–	–	0.01%	160
2019 Q1	$203K	Buy	+2,371	New	+$198K	0.01%	160
2018 Q4	–	Sell	-2,404	Closed	-$209K	–	171
2018 Q3	$209K	Sell	2,404 -211	-8%	-$18.3K	0.01%	153
2018 Q2	$217K	Sell	2,615 -974	-27%	-$81.6K	0.01%	131
2018 Q1	$296K	Sell	3,589 -637	-15%	-$54.8K	0.02%	158
2017 Q4	$362K	Sell	4,226 -25	-0.6%	-$2.09K	0.02%	161
2017 Q3	$345K	Buy	4,251 +20	+0.5%	+$1.59K	0.02%	149
2017 Q2	$331K	Buy	4,231 +283	+7%	+$22K	0.02%	148
2017 Q1	$307K	Sell	3,948 -174	-4%	-$13.4K	0.02%	153
2016 Q4	$312K	Sell	4,122 -68	-2%	-$4.99K	0.02%	146
2016 Q3	$298K	Sell	4,190 -497	-11%	-$36.1K	0.02%	99
2016 Q2	$334K	Buy	4,687 +1,557	+50%	+$109K	0.03%	94
2016 Q1	$216K	Hold	3,130	–	–	0.02%	105
2015 Q4	$208K	Buy	+3,130	New	+$210K	0.02%	104
2015 Q3	–	Sell	-3,130	Closed	-$210K	–	122
2015 Q2	$210K	Hold	3,130	–	–	0.02%	96
2015 Q1	$213K	Hold	3,130	–	–	0.02%	128
2014 Q4	$215K	Hold	3,130	–	–	0.02%	131
2014 Q3	$207K	Hold	3,130	–	–	0.03%	118
2014 Q2	$207K	Buy	+3,130	New	+$202K	0.02%	111

Other funds holding VYM

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 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 22.96% 1-Year Est. Return

Pinnacle Advisory Group's VYM Position: Q3 2019 in Review

Pinnacle Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 2,371 shares — an estimated $207K sold.

Pinnacle Advisory Group first reported a position in VYM in Q2 2014 and held it in 19 quarters. The position peaked at $362K in Q4 2017. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

Pinnacle Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 2,371 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $207K.
Pinnacle Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2014 and held it in 19 quarters.
Pinnacle Advisory Group's Vanguard High Dividend Yield ETF position peaked at $362K in Q4 2017.
859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on Pinnacle Advisory Group's 13F filing for Q3 2019, filed 17 Oct 2019.