VAM
VYM icon

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

Visionary 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
2018
Q3 		– Sell
-2,702
Closed -$224K – 328
2018
Q2 		$224K Buy
+2,702
New +$226K 0.07% 244

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Visionary Asset Management's VYM Position: Q3 2018 in Review

Visionary Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2018, closing a stake of 2,702 shares — an estimated $224K sold.

Visionary Asset Management first reported a position in VYM in Q2 2018 and held it in 1 quarter. The position peaked at $224K in Q2 2018. 735 funds tracked by Wall St. Rank hold VYM as of Q3 2018.

  • Visionary Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2018 after selling out during the quarter.
  • Visionary Asset Management sold 2,702 Vanguard High Dividend Yield ETF shares in Q3 2018, an estimated $224K.
  • Visionary Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 1 quarter.
  • Visionary Asset Management's Vanguard High Dividend Yield ETF position peaked at $224K in Q2 2018.
  • 735 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2018.

Based on Visionary Asset Management's 13F filing for Q3 2018, filed 5 Oct 2018.