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Winslow Evans & Crocker’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$81K Buy
880
+108
+14% +$9.38K 0.02% 493
2020
Q3 		$62K Buy
772
+17
+2% +$1.39K 0.02% 430
2020
Q2 		$60K Buy
755
+169
+29% +$13.1K 0.02% 438
2020
Q1 		$44K Buy
586
+16
+3% +$1.38K 0.01% 449
2019
Q4 		$54K Hold
570
– – 0.01% 492
2019
Q3 		$52K Buy
570
+56
+11% +$4.9K 0.01% 491
2019
Q2 		$46K Buy
514
+68
+15% +$5.88K 0.01% 531
2019
Q1 		$40K Hold
446
– – 0.01% 545
2018
Q4 		$36K Sell
446
-74
-14% -$6.17K 0.01% 520
2018
Q3 		$48K Hold
520
– – 0.01% 495
2018
Q2 		$44K Hold
520
– – 0.01% 528
2018
Q1 		$42.9K Sell
520
-142
-21% -$12.2K 0.01% 511
2017
Q4 		$56.6K Sell
662
-126
-16% -$10.5K 0.02% 466
2017
Q3 		$63.9K Sell
788
-454
-37% -$36K 0.02% 433
2017
Q2 		$96.9K Sell
1,242
-1,456
-54% -$113K 0.03% 438
2017
Q1 		$210K Buy
2,698
+202
+8% +$15.6K 0.07% 291
2016
Q4 		$189K Buy
2,496
+1,508
+153% +$111K 0.06% 298
2016
Q3 		$71.2K Buy
988
+414
+72% +$30.1K 0.02% 468
2016
Q2 		$40.9K Sell
574
-248
-30% -$17.3K 0.01% 565
2016
Q1 		$56.8K Sell
822
-258
-24% -$16.9K 0.02% 470
2015
Q4 		$72.1K Buy
1,080
+220
+26% +$14.8K 0.02% 458
2015
Q3 		$53.9K Sell
860
-1,806
-68% -$119K 0.02% 499
2015
Q2 		$179K Buy
2,666
+106
+4% +$7.36K 0.05% 329
2015
Q1 		$175K Buy
+2,560
New +$176K 0.05% 320
2014
Q4 		– Sell
-5,550
Closed -$369K – 1392
2014
Q3 		$369K Buy
+5,550
New +$370K 0.11% 210

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's VYM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q4 2020, buying an estimated $9.38K and bringing the position to 880 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #493.

Winslow Evans & Crocker first reported a position in VYM in Q3 2014 and has held it in 25 quarters since. The position peaked at $369K in Q3 2014. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

  • Winslow Evans & Crocker held 880 shares of Vanguard High Dividend Yield ETF worth $81K as of Q4 2020.
  • Winslow Evans & Crocker bought 108 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $9.38K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #493 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's Vanguard High Dividend Yield ETF position peaked at $369K in Q3 2014.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.