Sequoia Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sequoia Wealth 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
2019 Q4	–	Sell	-8,208	Closed	-$730K	–	54
2019 Q3	$730K	Buy	8,208 +1,441	+21%	+$126K	1.49%	20
2019 Q2	$596K	Buy	6,767 +733	+12%	+$63.4K	0.56%	30
2019 Q1	$518K	Hold	6,034	–	–	0.42%	43
2018 Q4	$471K	Buy	6,034 +708	+13%	+$59.1K	0.47%	36
2018 Q3	$463K	Buy	5,326 +865	+19%	+$74.8K	0.4%	43
2018 Q2	$369K	Sell	4,461 -32	-0.7%	-$2.68K	0.39%	42
2018 Q1	$370K	Buy	4,493 +1,760	+64%	+$151K	0.36%	40
2017 Q4	$237K	Buy	+2,733	New	+$229K	0.21%	51

Other funds holding VYM

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

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

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

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

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

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

SBSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sequoia Wealth Management's VYM Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2019, closing a stake of 8,208 shares — an estimated $730K sold.

Sequoia Wealth Management first reported a position in VYM in Q4 2017 and held it in 8 quarters. The position peaked at $730K in Q3 2019. 1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 8,208 Vanguard High Dividend Yield ETF shares in Q4 2019, an estimated $730K.
Sequoia Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's Vanguard High Dividend Yield ETF position peaked at $730K in Q3 2019.
1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.