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

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Red Cedar Investment Management's VYM Position: Q3 2020 in Review

Red Cedar Investment Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 190,454 shares — an estimated $15M sold.

Red Cedar Investment Management first reported a position in VYM in Q3 2018 and held it in 8 quarters. The position peaked at $21.9M in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Red Cedar Investment Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Red Cedar Investment Management sold 190,454 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $15M.
Red Cedar Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 8 quarters.
Red Cedar Investment Management's Vanguard High Dividend Yield ETF position peaked at $21.9M in Q4 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Red Cedar Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.