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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial Wealth Advisors's VYM Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2018, closing a stake of 2,546 shares — an estimated $210K sold.

Summit Financial Wealth Advisors first reported a position in VYM in Q4 2015 and held it in 11 quarters. The position peaked at $518K in Q1 2016. 735 funds tracked by Wall St. Rank hold VYM as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,546 Vanguard High Dividend Yield ETF shares in Q3 2018, an estimated $210K.
Summit Financial Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 11 quarters.
Summit Financial Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $518K in Q1 2016.
735 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.