SHJ
VYM icon

Sharkey, Howes & Javer’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sharkey, Howes & Javer’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
-3,789
Closed -$298K – 70
2020
Q2 		$298K Sell
3,789
-2,383
-39% -$185K 0.13% 55
2020
Q1 		$437K Sell
6,172
-21
-0.3% -$1.8K 0.23% 45
2019
Q4 		$580K Buy
6,193
+9
+0.1% +$816 0.25% 41
2019
Q3 		$549K Sell
6,184
-1,041
-14% -$91.1K 0.24% 39
2019
Q2 		$631K Sell
7,225
-878
-11% -$75.9K 0.29% 35
2019
Q1 		$694K Buy
8,103
+2,618
+48% +$219K 0.32% 35
2018
Q4 		$428K Buy
5,485
+3,156
+136% +$263K 0.28% 32
2018
Q3 		$203K Sell
2,329
-87
-4% -$7.53K 0.11% 50
2018
Q2 		$201K Hold
2,416
– – 0.11% 41
2018
Q1 		$199K Buy
2,416
+912
+61% +$78.4K 0.11% 34
2017
Q4 		$129K Sell
1,504
-2,507
-63% -$210K 0.08% 55
2017
Q3 		$330K Hold
4,011
– – 0.17% 27
2017
Q2 		$313K Sell
4,011
-67
-2% -$5.22K 0.18% 26
2017
Q1 		$317K Buy
4,078
+920
+29% +$71K 0.17% 26
2016
Q4 		$239K Sell
3,158
-301
-9% -$22.1K 0.14% 32
2016
Q3 		$250K Sell
3,459
-898
-21% -$65.2K 0.15% 30
2016
Q2 		$311K Buy
4,357
+1,773
+69% +$124K 0.19% 27
2016
Q1 		$178K Sell
2,584
-53
-2% -$3.47K 0.13% 40
2015
Q4 		$176K Sell
2,637
-1,905
-42% -$128K 0.12% 40
2015
Q3 		$288K Buy
+4,542
New +$299K 0.22% 31
2015
Q2 		– Sell
-7,549
Closed -$516K – 263
2015
Q1 		$516K Buy
+7,549
New +$519K 0.33% 23

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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

Sharkey, Howes & Javer's VYM Position: Q3 2020 in Review

Sharkey, Howes & Javer sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 3,789 shares — an estimated $298K sold.

Sharkey, Howes & Javer first reported a position in VYM in Q1 2015 and held it in 21 quarters. The position peaked at $694K in Q1 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

  • Sharkey, Howes & Javer reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 3,789 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $298K.
  • Sharkey, Howes & Javer first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and held it in 21 quarters.
  • Sharkey, Howes & Javer's Vanguard High Dividend Yield ETF position peaked at $694K in Q1 2019.
  • 929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2020, filed 21 Oct 2020.