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Whitney & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Whitney & Co’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
-100
Closed -$9K – 466
2018
Q3 		$9K Buy
+100
New +$8.65K ﹤0.01% 335

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
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
Ameriprise
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
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

Whitney & Co's VYM Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 100 shares — an estimated $9K sold.

Whitney & Co first reported a position in VYM in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

  • Whitney & Co reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 100 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $9K.
  • Whitney & Co first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Vanguard High Dividend Yield ETF position peaked at $9K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.