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 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

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

RJA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atlas Private Wealth Advisors's VYM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 145 shares — an estimated $15K sold.

Atlas Private Wealth Advisors first reported a position in VYM in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q1 2021. 1,294 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 145 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $15K.
Atlas Private Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $16K in Q1 2021.
1,294 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.