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

Polaris Wealth 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
2018 Q4	–	Sell	-1,182	Closed	-$103K	–	461
2018 Q3	$103K	Buy	1,182 +713	+152%	+$61.7K	0.01%	189
2018 Q2	$39K	Sell	469 -550	-54%	-$46.1K	﹤0.01%	143
2018 Q1	$84K	Buy	+1,019	New	+$87.6K	0.01%	182

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Polaris Wealth Advisory Group's VYM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 1,182 shares — an estimated $103K sold.

Polaris Wealth Advisory Group first reported a position in VYM in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,182 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $103K.
Polaris Wealth Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Vanguard High Dividend Yield ETF position peaked at $103K in Q3 2018.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.