Sound View Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sound View Wealth Advisors’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
2019 Q1	$279K	Buy	+3,253	New	+$272K	0.09%	195

Other funds holding VYM

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

RJA

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

SBSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound View Wealth Advisors's VYM Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2019: 3,253 shares worth $279K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings.

827 funds tracked by Wall St. Rank hold VYM as of Q1 2019.

Sound View Wealth Advisors held 3,253 shares of Vanguard High Dividend Yield ETF worth $279K as of Q1 2019.
Vanguard High Dividend Yield ETF was a new Sound View Wealth Advisors position in Q1 2019.
Vanguard High Dividend Yield ETF made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #195 holding.
827 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.