WealthTrust-Arizona’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WealthTrust-Arizona’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 Q4	–	Sell	-83	Closed	-$7K	–	726
2018 Q3	$7K	Hold	83	–	–	﹤0.01%	464
2018 Q2	$7K	Buy	83 +1	+1%	+$84	﹤0.01%	470
2018 Q1	$7K	Hold	82	–	–	﹤0.01%	461
2017 Q4	$7K	Hold	82	–	–	﹤0.01%	468
2017 Q3	$7K	Buy	+82	New	+$6.51K	﹤0.01%	465

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

WealthTrust-Arizona's VYM Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 83 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in VYM in Q3 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

WealthTrust-Arizona reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
WealthTrust-Arizona sold 83 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $7K.
WealthTrust-Arizona first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and held it in 5 quarters.
WealthTrust-Arizona's Vanguard High Dividend Yield ETF position peaked at $7K in Q3 2018.
788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.