Portfolio changes · featured 13Fs
Activity
Moves in VYM across featured managers — New / Exit / Add / Reduce.
VYM · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 21 Jul 1 | |||||
| VYM | New | Murphy Pohlad - Murphy Pohlad Asset Management | +0.07% | opened 0.07% | Q1→Q2 |
| 15 Jul 1 | |||||
| VYM | Add | David Katz - Matrix Asset Advisors | +0.01% | +6.4% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| VYM | Reduce | Kentucky Trust Co. - Kentucky Trust | −0.02% | −22.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home