Portfolio Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Portfolio Solutions’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	-4,093	Closed	-$358K	–	49
2018 Q3	$358K	Sell	4,093 -818	-17%	-$70.8K	0.05%	29
2018 Q2	$408K	Sell	4,911 -57	-1%	-$4.77K	0.06%	26
2018 Q1	$410K	Sell	4,968 -145	-3%	-$12.5K	0.06%	29
2017 Q4	$438K	Sell	5,113 -59	-1%	-$4.93K	0.06%	25
2017 Q3	$419K	Buy	5,172 +21	+0.4%	+$1.67K	0.06%	24
2017 Q2	$403K	Sell	5,151 -142	-3%	-$11.1K	0.06%	27
2017 Q1	$411K	Buy	5,293 +260	+5%	+$20.1K	0.06%	22
2016 Q4	$381K	Hold	5,033	–	–	0.05%	24
2016 Q3	$363K	Buy	+5,033	New	+$366K	0.05%	21

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Portfolio Solutions's VYM Position: Q4 2018 in Review

Portfolio Solutions sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 4,093 shares — an estimated $358K sold.

Portfolio Solutions first reported a position in VYM in Q3 2016 and held it in 9 quarters. The position peaked at $438K in Q4 2017. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

Portfolio Solutions reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Portfolio Solutions sold 4,093 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $358K.
Portfolio Solutions first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 9 quarters.
Portfolio Solutions's Vanguard High Dividend Yield ETF position peaked at $438K in Q4 2017.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Portfolio Solutions's 13F filing for Q4 2018, filed 5 Feb 2019.