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

Signature Wealth Management Group’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 Q1	–	Sell	-8,029	Closed	-$752K	–	86
2019 Q4	$752K	Sell	8,029 -86	-1%	-$7.8K	0.47%	53
2019 Q3	$720K	Buy	8,115 +8	+0.1%	+$700	0.48%	48
2019 Q2	$718K	Buy	8,107 +342	+4%	+$29.6K	0.48%	49
2019 Q1	$665K	Buy	7,765 +372	+5%	+$31.1K	0.47%	52
2018 Q4	$577K	Buy	7,393 +428	+6%	+$35.7K	0.45%	52
2018 Q3	$569K	Buy	6,965 +245	+4%	+$21.2K	0.42%	48
2018 Q2	$558K	Sell	6,720 -573	-8%	-$48K	0.41%	42
2018 Q1	$602K	Buy	7,293 +1,123	+18%	+$96.6K	0.46%	41
2017 Q4	$528K	Buy	+6,170	New	+$516K	0.39%	43

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Signature Wealth Management Group's VYM Position: Q1 2020 in Review

Signature Wealth Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 8,029 shares — an estimated $752K sold.

Signature Wealth Management Group first reported a position in VYM in Q4 2017 and held it in 9 quarters. The position peaked at $752K in Q4 2019. 923 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Signature Wealth Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 8,029 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $752K.
Signature Wealth Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 9 quarters.
Signature Wealth Management Group's Vanguard High Dividend Yield ETF position peaked at $752K in Q4 2019.
923 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.