Summit Financial Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Financial 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
2018 Q3	–	Sell	-2,546	Closed	-$210K	–	159
2018 Q2	$210K	Hold	2,546	–	–	0.07%	127
2018 Q1	$210K	Hold	2,546	–	–	0.07%	136
2017 Q4	$218K	Sell	2,546 -3,541	-58%	-$296K	0.07%	132
2017 Q3	$493K	Sell	6,087 -216	-3%	-$17.1K	0.18%	84
2017 Q2	$493K	Sell	6,303 -102	-2%	-$7.94K	0.2%	91
2017 Q1	$497K	Hold	6,405	–	–	0.22%	93
2016 Q4	$485K	Sell	6,405 -75	-1%	-$5.5K	0.21%	96
2016 Q3	$467K	Sell	6,480 -220	-3%	-$16K	0.2%	97
2016 Q2	$479K	Sell	6,700 -806	-11%	-$56.3K	0.2%	89
2016 Q1	$518K	Hold	7,506	–	–	0.23%	80
2015 Q4	$501K	Buy	+7,506	New	+$504K	0.23%	83

Other funds holding VYM

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return