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Stanford Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-22
Closed -$2K – 294
2016
Q4 		$2K Hold
22
– – ﹤0.01% 361
2016
Q3 		$2K Buy
+22
New +$1.6K ﹤0.01% 398

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Stanford Investment Group's VYM Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2017, closing a stake of 22 shares — an estimated $2K sold.

Stanford Investment Group first reported a position in VYM in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 563 funds tracked by Wall St. Rank hold VYM as of Q1 2017.

  • Stanford Investment Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 22 Vanguard High Dividend Yield ETF shares in Q1 2017, an estimated $2K.
  • Stanford Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's Vanguard High Dividend Yield ETF position peaked at $2K in Q4 2016.
  • 563 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.