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Quantum Capital Management (California)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quantum Capital Management (California)’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
Q3 		$12K Hold
149
– – 0.01% 205
2020
Q2 		$12K Hold
149
– – 0.01% 279
2020
Q1 		$11K Sell
149
-27
-15% -$2.32K 0.01% 288
2019
Q4 		$16K Hold
176
– – 0.01% 295
2019
Q3 		$16K Buy
+176
New +$15.4K 0.01% 299

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quantum Capital Management (California)'s VYM Position: Q3 2020 in Review

Quantum Capital Management (California) held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2020 at 149 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #205.

Quantum Capital Management (California) first reported a position in VYM in Q3 2019 and has held it in 5 quarters since. The position peaked at $16K in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

  • Quantum Capital Management (California) held 149 shares of Vanguard High Dividend Yield ETF worth $12K as of Q3 2020.
  • Quantum Capital Management (California) left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2020.
  • Vanguard High Dividend Yield ETF made up 0.01% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #205 holding.
  • Quantum Capital Management (California) first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 5 quarters since.
  • Quantum Capital Management (California)'s Vanguard High Dividend Yield ETF position peaked at $16K in Q4 2019.
  • 929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.