Tarbox Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-35,540	Closed	-$2.51M	–	1256
2020 Q1	$2.51M	Buy	+35,540	New	+$3.05M	0.81%	16
2016 Q2	–	Sell	-573	Closed	-$40K	–	605
2016 Q1	$40K	Hold	573	–	–	0.03%	125
2015 Q4	$38K	Hold	573	–	–	0.03%	107
2015 Q3	$36K	Hold	573	–	–	0.03%	110
2015 Q2	$39K	Hold	573	–	–	0.03%	109
2015 Q1	$39K	Hold	573	–	–	0.03%	115
2014 Q4	$39K	Hold	573	–	–	0.04%	114
2014 Q3	$38K	Hold	573	–	–	0.03%	117
2014 Q2	$37K	Buy	+573	New	+$37K	0.03%	119
2014 Q1	–	Sell	-400	Closed	-$25K	–	575
2013 Q4	$25K	Buy	+400	New	+$24.2K	0.02%	186

Other funds holding VYM

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return