Shelton Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Shelton Capital 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
2018 Q2	–	Sell	-3,787	Closed	-$312K	–	888
2018 Q1	$312K	Hold	3,787	–	–	0.02%	533
2017 Q4	$324K	Hold	3,787	–	–	0.02%	547
2017 Q3	$307K	Sell	3,787 -1,500	-28%	-$119K	0.02%	555
2017 Q2	$413K	Buy	5,287 +500	+10%	+$38.9K	0.03%	424
2017 Q1	$372K	Buy	4,787 +2,097	+78%	+$162K	0.03%	478
2016 Q4	$204K	Sell	2,690 -447	-14%	-$32.8K	0.02%	827
2016 Q3	$226K	Buy	3,137 +144	+5%	+$10.5K	0.02%	695
2016 Q2	$214K	Buy	+2,993	New	+$209K	0.02%	685
2016 Q1	–	Sell	-3,193	Closed	-$213K	–	781
2015 Q4	$213K	Hold	3,193	–	–	0.02%	685
2015 Q3	$200K	Buy	+3,193	New	+$210K	0.02%	704

Other funds holding VYM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBSB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Shelton Capital Management's VYM Position: Q2 2018 in Review

Shelton Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2018, closing a stake of 3,787 shares — an estimated $312K sold.

Shelton Capital Management first reported a position in VYM in Q3 2015 and held it in 10 quarters. The position peaked at $413K in Q2 2017. 713 funds tracked by Wall St. Rank hold VYM as of Q2 2018.

Shelton Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2018 after selling out during the quarter.
Shelton Capital Management sold 3,787 Vanguard High Dividend Yield ETF shares in Q2 2018, an estimated $312K.
Shelton Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and held it in 10 quarters.
Shelton Capital Management's Vanguard High Dividend Yield ETF position peaked at $413K in Q2 2017.
713 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2018.

Based on Shelton Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.