AWMS
VYM icon

Advocacy Wealth Management Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Advocacy Wealth Management Services’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
Q3 		– Sell
-82
Closed -$9K – 204
2021
Q2 		$9K Buy
+82
New +$8.61K ﹤0.01% 143

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

Advocacy Wealth Management Services's VYM Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 82 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in VYM in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 1,128 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 82 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $9K.
  • Advocacy Wealth Management Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Vanguard High Dividend Yield ETF position peaked at $9K in Q2 2021.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.