Proficio Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Proficio Capital Partners’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	-1,425	Closed	-$125K	–	1517
2019 Q2	$125K	Hold	1,425	–	–	0.04%	184
2019 Q1	$122K	Hold	1,425	–	–	0.04%	175
2018 Q4	$111K	Hold	1,425	–	–	0.05%	159
2018 Q3	$124K	Hold	1,425	–	–	0.04%	179
2018 Q2	$118K	Hold	1,425	–	–	0.05%	187
2018 Q1	$118K	Hold	1,425	–	–	0.03%	189
2017 Q4	$122K	Sell	1,425 -1,985	-58%	-$166K	0.04%	183
2017 Q3	$276K	Sell	3,410 -1,860	-35%	-$148K	0.11%	114
2017 Q2	$418K	Sell	5,270 -1,260	-19%	-$98.1K	0.17%	90
2017 Q1	$507K	Buy	6,530 +3,205	+96%	+$247K	0.22%	88
2016 Q4	$252K	Buy	3,325 +300	+10%	+$22K	0.11%	121
2016 Q3	$218K	Hold	3,025	–	–	0.13%	118
2016 Q2	$221K	Hold	3,025	–	–	0.14%	112
2016 Q1	$209K	Hold	3,025	–	–	0.17%	98
2015 Q4	$202K	Buy	+3,025	New	+$203K	0.2%	82

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

Proficio Capital Partners's VYM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 1,425 shares — an estimated $125K sold.

Proficio Capital Partners first reported a position in VYM in Q4 2015 and held it in 15 quarters. The position peaked at $507K in Q1 2017. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

Proficio Capital Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,425 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $125K.
Proficio Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Vanguard High Dividend Yield ETF position peaked at $507K in Q1 2017.
859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.