Smart Money Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Smart Money 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 Q4	–	Sell	-40,463	Closed	-$3.27M	–	90
2020 Q3	$3.27M	Sell	40,463 -1,256	-3%	-$103K	1.41%	25
2020 Q2	$3.29M	Buy	41,719 +9,914	+31%	+$771K	1.94%	18
2020 Q1	$2.2M	Buy	31,805 +13,031	+69%	+$1.12M	1.55%	21
2019 Q4	$1.76M	Sell	18,774 -1,119	-6%	-$101K	1.03%	26
2019 Q3	$1.76M	Sell	19,893 -401	-2%	-$35.1K	1.42%	21
2019 Q2	$1.77M	Buy	20,294 +7,517	+59%	+$650K	1.47%	18
2019 Q1	$1.52M	Sell	12,777 -4,776	-27%	-$399K	1.33%	21
2018 Q4	$1.37M	Sell	17,553 -106	-0.6%	-$8.84K	1.42%	23
2018 Q3	$1.54M	Buy	17,659 +4,793	+37%	+$415K	1.4%	23
2018 Q2	$1.07M	Sell	12,866 -5,007	-28%	-$419K	0.96%	32
2018 Q1	$1.47M	Sell	17,873 -2,824	-14%	-$243K	1.5%	23
2017 Q4	$1.77M	Buy	+20,697	New	+$1.73M	2.76%	13

Other funds holding VYM

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smart Money Group's VYM Position: Q4 2020 in Review

Smart Money Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2020, closing a stake of 40,463 shares — an estimated $3.27M sold.

Smart Money Group first reported a position in VYM in Q4 2017 and held it in 12 quarters. The position peaked at $3.29M in Q2 2020. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

Smart Money Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 40,463 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $3.27M.
Smart Money Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 12 quarters.
Smart Money Group's Vanguard High Dividend Yield ETF position peaked at $3.29M in Q2 2020.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.