Surevest’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Surevest’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 Q1	–	Sell	-2,421	Closed	-$227K	–	147
2019 Q4	$227K	Sell	2,421 -1,090	-31%	-$98.8K	0.1%	136
2019 Q3	$312K	Buy	3,511 +29	+0.8%	+$2.54K	0.15%	111
2019 Q2	$304K	Buy	3,482 +23	+0.7%	+$1.99K	0.16%	113
2019 Q1	$296K	Buy	3,459 +24	+0.7%	+$2K	0.18%	106
2018 Q4	$268K	Buy	+3,435	New	+$287K	0.21%	106

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Surevest's VYM Position: Q1 2020 in Review

Surevest sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 2,421 shares — an estimated $227K sold.

Surevest first reported a position in VYM in Q4 2018 and held it in 5 quarters. The position peaked at $312K in Q3 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

Surevest reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 2,421 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $227K.
Surevest first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 5 quarters.
Surevest's Vanguard High Dividend Yield ETF position peaked at $312K in Q3 2019.
924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.