Private Vista’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Vista’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 Q1	–	Sell	-2,600	Closed	-$244K	–	164
2019 Q4	$244K	Hold	2,600	–	–	0.07%	121
2019 Q3	$231K	Hold	2,600	–	–	0.06%	132
2019 Q2	$226K	Hold	2,600	–	–	0.06%	141
2019 Q1	$222K	Sell	2,600 -430	-14%	-$35.9K	0.05%	136
2018 Q4	$236K	Buy	3,030 +430	+17%	+$35.9K	0.05%	132
2018 Q3	$226K	Hold	2,600	–	–	0.05%	139
2018 Q2	$216K	Buy	2,600 +100	+4%	+$8.37K	0.05%	140
2018 Q1	$206K	Buy	+2,500	New	+$215K	0.06%	133

Other funds holding VYM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Vista's VYM Position: Q1 2020 in Review

Private Vista sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 2,600 shares — an estimated $244K sold.

Private Vista first reported a position in VYM in Q1 2018 and held it in 8 quarters. The position peaked at $244K in Q4 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Private Vista reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Private Vista sold 2,600 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $244K.
Private Vista first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and held it in 8 quarters.
Private Vista's Vanguard High Dividend Yield ETF position peaked at $244K in Q4 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.