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Woodard & Company Asset Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Woodard & Company Asset Management Group’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
-5,745
Closed -$500K – 228
2018
Q3 		$500K Buy
+5,745
New +$497K 0.45% 31

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $871B AUM 31.28% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Woodard & Company Asset Management Group's VYM Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2018, closing a stake of 5,745 shares — an estimated $500K sold.

Woodard & Company Asset Management Group first reported a position in VYM in Q3 2018 and held it in 1 quarter. The position peaked at $500K in Q3 2018. 788 funds tracked by Wall St. Rank hold VYM as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 5,745 Vanguard High Dividend Yield ETF shares in Q4 2018, an estimated $500K.
  • Woodard & Company Asset Management Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Vanguard High Dividend Yield ETF position peaked at $500K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.