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

Aprio 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
Q4 		– Sell
-8,662
Closed -$701K – 70
2020
Q3 		$701K Hold
8,662
– – 0.5% 31
2020
Q2 		$682K Buy
+8,662
New +$673K 0.66% 33

Other funds holding VYM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aprio Wealth Management's VYM Position: Q4 2020 in Review

Aprio Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2020, closing a stake of 8,662 shares — an estimated $701K sold.

Aprio Wealth Management first reported a position in VYM in Q2 2020 and held it in 2 quarters. The position peaked at $701K in Q3 2020. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

  • Aprio Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 8,662 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $701K.
  • Aprio Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 2 quarters.
  • Aprio Wealth Management's Vanguard High Dividend Yield ETF position peaked at $701K in Q3 2020.
  • 1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.