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Schneider Downs Wealth Management Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Schneider Downs Wealth Management 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
-4,900
Closed -$347K – 99
2020
Q1 		$347K Buy
+4,900
New +$421K 0.13% 56

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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Schneider Downs Wealth Management Advisors's VYM Position: Q2 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 4,900 shares — an estimated $347K sold.

Schneider Downs Wealth Management Advisors first reported a position in VYM in Q1 2020 and held it in 1 quarter. The position peaked at $347K in Q1 2020. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 4,900 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $347K.
  • Schneider Downs Wealth Management Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Vanguard High Dividend Yield ETF position peaked at $347K in Q1 2020.
  • 919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.