Red Cedar Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Red Cedar Investment Management’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	–	Sell	-190,454	Closed	-$15M	–	91
2020 Q2	$15M	Sell	190,454 -44,060	-19%	-$3.43M	3.52%	10
2020 Q1	$16.6M	Buy	234,514 +979	+0.4%	+$84.1K	7.13%	7
2019 Q4	$21.9M	Buy	233,535 +6,501	+3%	+$589K	5.82%	8
2019 Q3	$20.1M	Buy	227,034 +5,042	+2%	+$441K	6.36%	9
2019 Q2	$19.4M	Buy	221,992 +13,744	+7%	+$1.19M	7.09%	7
2019 Q1	$18.2M	Sell	208,248 -8,152	-4%	-$681K	6.27%	9
2018 Q4	$16.9M	Sell	216,400 -257	-0.1%	-$21.4K	5.84%	7
2018 Q3	$18.9M	Buy	+216,657	New	+$18.7M	5.58%	9

Other funds holding VYM

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return