Squar Milner Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-539	Closed	-$38K	–	721
2020 Q1	$38K	Buy	539 +331	+159%	+$28.4K	0.02%	387
2019 Q4	$19K	Buy	+208	New	+$18.9K	0.01%	528
2019 Q3	–	Sell	-103	Closed	-$9K	–	717
2019 Q2	$9K	Buy	+103	New	+$8.91K	0.01%	536
2018 Q3	–	Sell	-786	Closed	-$65K	–	868
2018 Q2	$65K	Buy	+786	New	+$65.8K	0.06%	298

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

Squar Milner Financial Services's VYM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 539 shares — an estimated $38K sold.

Squar Milner Financial Services first reported a position in VYM in Q2 2018 and held it in 4 quarters. The position peaked at $65K in Q2 2018. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 539 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $38K.
Squar Milner Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 4 quarters.
Squar Milner Financial Services's Vanguard High Dividend Yield ETF position peaked at $65K in Q2 2018.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.