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	–	603
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	–	574
2013 Q4	$25K	Buy	+400	New	+$24.2K	0.02%	186

Other funds holding VYM

RJA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBSB

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

RJFSA

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

Tarbox Family Office's VYM Position: Q2 2020 in Review

Tarbox Family Office sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 35,540 shares — an estimated $2.51M sold.

Tarbox Family Office first reported a position in VYM in Q4 2013 and held it in 10 quarters. The position peaked at $2.51M in Q1 2020. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Tarbox Family Office reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Tarbox Family Office sold 35,540 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $2.51M.
Tarbox Family Office first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 10 quarters.
Tarbox Family Office's Vanguard High Dividend Yield ETF position peaked at $2.51M in Q1 2020.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.