B. Riley Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

B. Riley 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
2022 Q2	$641K	Sell	6,302 -15	-0.2%	-$1.63K	0.07%	247
2022 Q1	$709K	Sell	6,317 -29	-0.5%	-$3.23K	0.05%	264
2021 Q4	$711K	Sell	6,346 -56	-0.9%	-$6.09K	0.05%	277
2021 Q3	$662K	Buy	6,402 +1,937	+43%	+$205K	0.05%	283
2021 Q2	$468K	Buy	4,465 +1,225	+38%	+$129K	0.05%	244
2021 Q1	$328K	Sell	3,240 -920	-22%	-$88.7K	0.04%	287
2020 Q4	$381K	Hold	4,160	–	–	0.05%	244
2020 Q3	$337K	Sell	4,160 -1,149	-22%	-$94.1K	0.04%	286
2020 Q2	$418K	Sell	5,309 -1,419	-21%	-$110K	0.05%	246
2020 Q1	$476K	Buy	+6,728	New	+$578K	0.05%	271
2015 Q3	–	Sell	-1,070	Closed	-$72K	–	746
2015 Q2	$72K	Sell	1,070 -250	-19%	-$17.3K	0.06%	336
2015 Q1	$90K	Hold	1,320	–	–	0.07%	302
2014 Q4	$90K	Hold	1,320	–	–	0.07%	292
2014 Q3	$87K	Hold	1,320	–	–	0.06%	316
2014 Q2	$87K	Buy	1,320 +115	+10%	+$7.43K	0.06%	375
2014 Q1	$76K	Buy	+1,205	New	+$74K	0.06%	368

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RJA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Management's VYM Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.24% in Q2 2022, selling an estimated $1.63K and leaving 6,302 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #247.

B. Riley Wealth Management first reported a position in VYM in Q1 2014 and has held it in 16 quarters since. The position peaked at $711K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

B. Riley Wealth Management held 6,302 shares of Vanguard High Dividend Yield ETF worth $641K as of Q2 2022.
B. Riley Wealth Management sold 15 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $1.63K.
Vanguard High Dividend Yield ETF made up 0.07% of B. Riley Wealth Management's portfolio in Q2 2022, its #247 holding.
B. Riley Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Vanguard High Dividend Yield ETF position peaked at $711K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.