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Quattro Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quattro Financial Advisors’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
2017
Q4 		– Sell
-9,766
Closed -$799K – 78
2017
Q3 		$799K Buy
+9,766
New +$775K 0.24% 53

Other funds holding VYM

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Quattro Financial Advisors's VYM Position: Q4 2017 in Review

Quattro Financial Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2017, closing a stake of 9,766 shares — an estimated $799K sold.

Quattro Financial Advisors first reported a position in VYM in Q3 2017 and held it in 1 quarter. The position peaked at $799K in Q3 2017. 691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

  • Quattro Financial Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 9,766 Vanguard High Dividend Yield ETF shares in Q4 2017, an estimated $799K.
  • Quattro Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and held it in 1 quarter.
  • Quattro Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $799K in Q3 2017.
  • 691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.