SVA Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SVA Wealth Management’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 Q4	$1.58M	Hold	17,262	–	–	0.14%	111
2020 Q3	$1.4M	Hold	17,262	–	–	0.14%	110
2020 Q2	$1.36M	Sell	17,262 -2,652	-13%	-$206K	0.15%	109
2020 Q1	$1.41M	Buy	19,914 +659	+3%	+$56.6K	0.16%	103
2019 Q4	$1.8M	Hold	19,255	–	–	0.17%	102
2019 Q3	$1.71M	Hold	19,255	–	–	0.17%	100
2019 Q2	$1.68M	Hold	19,255	–	–	0.17%	99
2019 Q1	$1.65M	Hold	19,255	–	–	0.16%	101
2018 Q4	$1.5M	Sell	19,255 -1,154	-6%	-$96.3K	0.17%	98
2018 Q3	$1.78M	Hold	20,409	–	–	0.18%	97
2018 Q2	$1.7M	Sell	20,409 -7,345	-26%	-$615K	0.18%	97
2018 Q1	$2.25M	Buy	27,754 +6,939	+33%	+$597K	0.28%	84
2017 Q4	$1.78M	Sell	20,815 -6,939	-25%	-$580K	0.21%	99
2017 Q3	$2.25M	Sell	27,754 -300	-1%	-$23.8K	0.28%	84
2017 Q2	$2.19M	Buy	28,054 +2,200	+9%	+$171K	0.28%	83
2017 Q1	$2.01M	Buy	25,854 +254	+1%	+$19.6K	0.27%	84
2016 Q4	$1.94M	Buy	25,600 +6,325	+33%	+$464K	0.29%	84
2016 Q3	$1.39M	Buy	19,275 +236	+1%	+$17.1K	0.22%	93
2016 Q2	$1.36M	Sell	19,039 -4,617	-20%	-$323K	0.22%	95
2016 Q1	$1.63M	Sell	23,656 -985	-4%	-$64.5K	0.27%	88
2015 Q4	$1.65M	Buy	24,641 +638	+3%	+$42.8K	0.28%	88
2015 Q3	$1.5M	Buy	24,003 +1,134	+5%	+$74.6K	0.28%	93
2015 Q2	$1.54M	Hold	22,869	–	–	0.28%	93
2015 Q1	$1.56M	Hold	22,869	–	–	0.29%	94
2014 Q4	$1.57M	Hold	22,869	–	–	0.57%	41
2014 Q3	$1.52M	Hold	22,869	–	–	0.65%	36
2014 Q2	$1.52M	Hold	22,869	–	–	0.65%	39
2014 Q1	$1.44M	Hold	22,869	–	–	0.68%	36
2013 Q4	$1.43M	Buy	+22,869	New	+$1.38M	0.85%	29

Other funds holding VYM

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVA Wealth Management's VYM Position: Q4 2020 in Review

SVA Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q4 2020 at 17,262 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #111.

SVA Wealth Management first reported a position in VYM in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.25M in Q1 2018. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

SVA Wealth Management held 17,262 shares of Vanguard High Dividend Yield ETF worth $1.58M as of Q4 2020.
SVA Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q4 2020.
Vanguard High Dividend Yield ETF made up 0.14% of SVA Wealth Management's portfolio in Q4 2020, its #111 holding.
SVA Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 29 quarters since.
SVA Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.25M in Q1 2018.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.