Tradition Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tradition Asset 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 Q2	$716K	Sell	9,101 -1,300	-12%	-$101K	0.2%	106
2020 Q1	$735K	Buy	10,401 +221	+2%	+$19K	0.25%	97
2019 Q4	$953K	Sell	10,180 -291	-3%	-$26.4K	0.23%	100
2019 Q3	$929K	Sell	10,471 -145	-1%	-$12.7K	0.24%	101
2019 Q2	$927K	Buy	+10,616	New	+$918K	0.24%	103

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 $851M AUM 5.13% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Tradition Asset Management's VYM Position: Q2 2020 in Review

Tradition Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2020, selling an estimated $101K and leaving 9,101 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #106.

Tradition Asset Management first reported a position in VYM in Q2 2019 and has held it in 5 quarters since. The position peaked at $953K in Q4 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Tradition Asset Management held 9,101 shares of Vanguard High Dividend Yield ETF worth $716K as of Q2 2020.
Tradition Asset Management sold 1,300 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $101K.
Vanguard High Dividend Yield ETF made up 0.2% of Tradition Asset Management's portfolio in Q2 2020, its #106 holding.
Tradition Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Vanguard High Dividend Yield ETF position peaked at $953K in Q4 2019.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.