Washburn Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Washburn Capital 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	-3,500	Closed	-$276K	–	55
2020 Q2	$276K	Sell	3,500 -500	-13%	-$38.9K	0.25%	43
2020 Q1	$283K	Sell	4,000 -8,790	-69%	-$755K	0.39%	32
2019 Q4	$1.2M	Buy	+12,790	New	+$1.16M	1.09%	14

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

Washburn Capital Management's VYM Position: Q3 2020 in Review

Washburn Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2020, closing a stake of 3,500 shares — an estimated $276K sold.

Washburn Capital Management first reported a position in VYM in Q4 2019 and held it in 3 quarters. The position peaked at $1.2M in Q4 2019. 929 funds tracked by Wall St. Rank hold VYM as of Q3 2020.

Washburn Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Washburn Capital Management sold 3,500 Vanguard High Dividend Yield ETF shares in Q3 2020, an estimated $276K.
Washburn Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 3 quarters.
Washburn Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.2M in Q4 2019.
929 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2020.

Based on Washburn Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.