Sonora Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sonora Investment 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
2021 Q3	$166K	Buy	1,608 +117	+8%	+$12.4K	0.02%	225
2021 Q2	$156K	Sell	1,491 -500	-25%	-$52.5K	0.02%	220
2021 Q1	$201K	Buy	1,991 +500	+34%	+$48.2K	0.02%	293
2020 Q4	$136K	Buy	1,491 +1,400	+1,538%	+$122K	0.01%	357
2020 Q3	$7K	Sell	91 -703	-89%	-$57.6K	﹤0.01%	1355
2020 Q2	$63K	Buy	794 +703	+773%	+$54.7K	0.01%	439
2020 Q1	$6K	Sell	91 -440	-83%	-$37.8K	﹤0.01%	1224
2019 Q4	$50K	Buy	531 +440	+484%	+$39.9K	﹤0.01%	540
2019 Q3	$8K	Hold	91	–	–	﹤0.01%	1292
2019 Q2	$8K	Hold	91	–	–	﹤0.01%	1270
2019 Q1	$8K	Hold	91	–	–	﹤0.01%	1130
2018 Q4	$7K	Hold	91	–	–	﹤0.01%	965
2018 Q3	$8K	Hold	91	–	–	﹤0.01%	953
2018 Q2	$8K	Hold	91	–	–	﹤0.01%	885
2018 Q1	$7.51K	Hold	91	–	–	﹤0.01%	873
2017 Q4	$7.79K	Hold	91	–	–	﹤0.01%	864
2017 Q3	$7.38K	Buy	+91	New	+$7.22K	﹤0.01%	797

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Sonora Investment Management's VYM Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 7.8% in Q3 2021, buying an estimated $12.4K and bringing the position to 1,608 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #225.

Sonora Investment Management first reported a position in VYM in Q3 2017 and has held it in 17 quarters since. The position peaked at $201K in Q1 2021. 1,127 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

Sonora Investment Management held 1,608 shares of Vanguard High Dividend Yield ETF worth $166K as of Q3 2021.
Sonora Investment Management bought 117 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $12.4K.
Vanguard High Dividend Yield ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #225 holding.
Sonora Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 17 quarters since.
Sonora Investment Management's Vanguard High Dividend Yield ETF position peaked at $201K in Q1 2021.
1,127 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.