TWA
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Tillar-Wenstrup Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tillar-Wenstrup 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
2014
Q1 		– Sell
-40,210
Closed -$2.51M – 44
2013
Q4 		$2.51M Buy
+40,210
New +$2.43M 2.58% 13

Other funds holding VYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Tillar-Wenstrup Advisors's VYM Position: Q1 2014 in Review

Tillar-Wenstrup Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2014, closing a stake of 40,210 shares — an estimated $2.51M sold.

Tillar-Wenstrup Advisors first reported a position in VYM in Q4 2013 and held it in 1 quarter. The position peaked at $2.51M in Q4 2013. 263 funds tracked by Wall St. Rank hold VYM as of Q1 2014.

  • Tillar-Wenstrup Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2014 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 40,210 Vanguard High Dividend Yield ETF shares in Q1 2014, an estimated $2.51M.
  • Tillar-Wenstrup Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and held it in 1 quarter.
  • Tillar-Wenstrup Advisors's Vanguard High Dividend Yield ETF position peaked at $2.51M in Q4 2013.
  • 263 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2014.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.