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

Taylor Hoffman 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 Q3	–	Sell	-1,050	Closed	-$83K	–	359
2020 Q2	$83K	Buy	+1,050	New	+$81.6K	0.05%	162
2020 Q1	–	Sell	-1,050	Closed	-$98K	–	379
2019 Q4	$98K	Hold	1,050	–	–	0.06%	161
2019 Q3	$93K	Hold	1,050	–	–	0.07%	158
2019 Q2	$92K	Hold	1,050	–	–	0.07%	152
2019 Q1	$90K	Hold	1,050	–	–	0.07%	150
2018 Q4	$82K	Hold	1,050	–	–	0.07%	141
2018 Q3	$91K	Buy	+1,050	New	+$90.9K	0.07%	141

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

Taylor Hoffman Wealth Management's VYM Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 1,050 shares — an estimated $83K sold.

Taylor Hoffman Wealth Management first reported a position in VYM in Q3 2018 and held it in 7 quarters. The position peaked at $98K in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,050 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $83K.
Taylor Hoffman Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 7 quarters.
Taylor Hoffman Wealth Management's Vanguard High Dividend Yield ETF position peaked at $98K in Q4 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.