Rowland Carmichael Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Rowland Carmichael 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
2020 Q4	$675K	Buy	+7,375	New	+$641K	0.21%	106
2016 Q3	–	Sell	-215	Closed	-$15K	–	307
2016 Q2	$15K	Buy	+215	New	+$15K	0.01%	280

Other funds holding VYM

RJA

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

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

USAA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rowland Carmichael Advisors's VYM Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2020: 7,375 shares worth $675K. The stake represents 0.21% of the portfolio and ranks #106 among its holdings. This is a return to the name: Rowland Carmichael Advisors previously reported a position in VYM as recently as Q2 2016.

Rowland Carmichael Advisors first reported a position in VYM in Q2 2016 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

Rowland Carmichael Advisors held 7,375 shares of Vanguard High Dividend Yield ETF worth $675K as of Q4 2020.
Vanguard High Dividend Yield ETF was a new Rowland Carmichael Advisors position in Q4 2020.
Vanguard High Dividend Yield ETF made up 0.21% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #106 holding.
Rowland Carmichael Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 2 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.