Sand Hill Global Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sand Hill Global 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 Q2	–	Sell	-4,802	Closed	-$340K	–	135
2020 Q1	$340K	Sell	4,802 -577	-11%	-$49.6K	0.03%	99
2019 Q4	$504K	Buy	5,379 +358	+7%	+$32.5K	0.05%	105
2019 Q3	$446K	Hold	5,021	–	–	0.04%	102
2019 Q2	$439K	Hold	5,021	–	–	0.05%	82
2019 Q1	$430K	Buy	5,021 +550	+12%	+$45.9K	0.04%	80
2018 Q4	$349K	Sell	4,471 -759	-15%	-$63.3K	0.04%	88
2018 Q3	$455K	Sell	5,230 -862	-14%	-$74.6K	0.04%	76
2018 Q2	$506K	Buy	+6,092	New	+$510K	0.05%	75
2018 Q1	–	Sell	-9,137	Closed	-$782K	–	108
2017 Q4	$782K	Sell	9,137 -1,175	-11%	-$98.2K	0.08%	66
2017 Q3	$836K	Sell	10,312 -124	-1%	-$9.84K	0.09%	67
2017 Q2	$816K	Sell	10,436 -6,470	-38%	-$504K	0.09%	68
2017 Q1	$1.31M	Sell	16,906 -2,521	-13%	-$195K	0.17%	55
2016 Q4	$1.47M	Buy	+19,427	New	+$1.43M	0.2%	53
2016 Q3	–	Sell	-267,805	Closed	-$19.1M	–	77
2016 Q2	$19.1M	Buy	267,805 +30,557	+13%	+$2.14M	3.01%	7
2016 Q1	$16.4M	Buy	+237,248	New	+$15.5M	2.49%	8

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

Sand Hill Global Advisors's VYM Position: Q2 2020 in Review

Sand Hill Global Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 4,802 shares — an estimated $340K sold.

Sand Hill Global Advisors first reported a position in VYM in Q1 2016 and held it in 15 quarters. The position peaked at $19.1M in Q2 2016. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Sand Hill Global Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 4,802 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $340K.
Sand Hill Global Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and held it in 15 quarters.
Sand Hill Global Advisors's Vanguard High Dividend Yield ETF position peaked at $19.1M in Q2 2016.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Sand Hill Global Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.