Shine Investment Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Shine Investment Advisory Services’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	$290K	Sell	3,589 -539	-13%	-$44.1K	0.1%	103
2020 Q2	$325K	Sell	4,128 -1,304	-24%	-$101K	0.12%	91
2020 Q1	$384K	Sell	5,432 -266	-5%	-$22.9K	0.18%	72
2019 Q4	$534K	Sell	5,698 -305	-5%	-$27.7K	0.21%	66
2019 Q3	$533K	Sell	6,003 -328	-5%	-$28.7K	0.25%	58
2019 Q2	$553K	Hold	6,331	–	–	0.26%	59
2019 Q1	$542K	Hold	6,331	–	–	0.25%	58
2018 Q4	$494K	Hold	6,331	–	–	0.24%	60
2018 Q3	$551K	Hold	6,331	–	–	0.29%	57
2018 Q2	$526K	Hold	6,331	–	–	0.27%	57
2018 Q1	$522K	Sell	6,331 -55	-0.9%	-$4.73K	0.28%	56
2017 Q4	$547K	Sell	6,386 -762	-11%	-$63.7K	0.27%	55
2017 Q3	$579K	Hold	7,148	–	–	0.3%	50
2017 Q2	$559K	Hold	7,148	–	–	0.28%	49
2017 Q1	$555K	Buy	+7,148	New	+$552K	0.37%	40

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 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 $530B AUM 22.01% 1-Year Est. Return

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

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

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

Shine Investment Advisory Services's VYM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q3 2020, selling an estimated $44.1K and leaving 3,589 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #103.

Shine Investment Advisory Services first reported a position in VYM in Q1 2017 and has held it in 15 quarters since. The position peaked at $579K in Q3 2017. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Shine Investment Advisory Services held 3,589 shares of Vanguard High Dividend Yield ETF worth $290K as of Q3 2020.
Shine Investment Advisory Services sold 539 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $44.1K.
Vanguard High Dividend Yield ETF made up 0.1% of Shine Investment Advisory Services's portfolio in Q3 2020, its #103 holding.
Shine Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $579K in Q3 2017.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.