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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return