AWM
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Adams Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Adams Wealth 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
2020
Q1 		– Sell
-12,755
Closed -$1.2M – 99
2019
Q4 		$1.2M Buy
+12,755
New +$1.16M 1.01% 28

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adams Wealth Management's VYM Position: Q1 2020 in Review

Adams Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 12,755 shares — an estimated $1.2M sold.

Adams Wealth Management first reported a position in VYM in Q4 2019 and held it in 1 quarter. The position peaked at $1.2M in Q4 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

  • Adams Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Adams Wealth Management sold 12,755 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $1.2M.
  • Adams Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.2M in Q4 2019.
  • 924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Adams Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.