20/20 Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

20/20 Capital Management’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
2021 Q2	$5.36M	Buy	51,158 +228	+0.4%	+$23.9K	1.39%	20
2021 Q1	$5.15M	Sell	50,930 -1,783	-3%	-$172K	1.49%	19
2020 Q4	$4.89M	Sell	52,713 -19,918	-27%	-$1.73M	1.43%	19
2020 Q3	$5.88M	Sell	72,631 -897	-1%	-$73.5K	2.21%	11
2020 Q2	$6.11M	Sell	73,528 -13,356	-15%	-$1.04M	2.36%	11
2020 Q1	$6.56M	Buy	86,884 +44,373	+104%	+$3.81M	2.95%	10
2019 Q4	$4M	Buy	+42,511	New	+$3.85M	1.61%	14

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

20/20 Capital Management's VYM Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.45% in Q2 2021, buying an estimated $23.9K and bringing the position to 51,158 shares worth $5.36M. The position accounts for 1.39% of the portfolio, ranked #20.

20/20 Capital Management first reported a position in VYM in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.56M in Q1 2020. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

20/20 Capital Management held 51,158 shares of Vanguard High Dividend Yield ETF worth $5.36M as of Q2 2021.
20/20 Capital Management bought 228 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $23.9K.
Vanguard High Dividend Yield ETF made up 1.39% of 20/20 Capital Management's portfolio in Q2 2021, its #20 holding.
20/20 Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard High Dividend Yield ETF position peaked at $6.56M in Q1 2020.
1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.