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Atlas Private Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Atlas Private Wealth Advisors’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
Q4 		– Sell
-145
Closed -$15K – 697
2021
Q3 		$15K Hold
145
– – 0.01% 409
2021
Q2 		$15K Sell
145
-16
-10% -$1.68K 0.01% 410
2021
Q1 		$16K Buy
161
+67
+71% +$6.46K 0.01% 426
2020
Q4 		$9K Hold
94
– – 0.01% 443
2020
Q3 		$8K Hold
94
– – 0.01% 423
2020
Q2 		$7K Buy
+94
New +$7.31K 0.01% 467

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return