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TCG Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TCG Advisors’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
2019
Q3 		– Sell
-118
Closed -$10K – 412
2019
Q2 		$10K Buy
118
+1
+0.9% +$86 0.01% 260
2019
Q1 		$10K Buy
+117
New +$9.77K 0.01% 280

Other funds holding VYM

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCG Advisors's VYM Position: Q3 2019 in Review

TCG Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 118 shares — an estimated $10K sold.

TCG Advisors first reported a position in VYM in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

  • TCG Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 118 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $10K.
  • TCG Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Vanguard High Dividend Yield ETF position peaked at $10K in Q2 2019.
  • 859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.