Bedel Financial Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-736	Closed	-$52K	–	928
2020 Q1	$52K	Sell	736 -346	-32%	-$29.7K	0.03%	262
2019 Q4	$101K	Buy	1,082 +3	+0.3%	+$272	0.06%	210
2019 Q3	$96K	Buy	1,079 +3	+0.3%	+$263	0.06%	210
2019 Q2	$94K	Buy	1,076 +2	+0.2%	+$173	0.06%	206
2019 Q1	$92K	Buy	1,074 +3	+0.3%	+$251	0.06%	197
2018 Q4	$84K	Buy	1,071 +335	+46%	+$27.9K	0.06%	195
2018 Q3	$62K	Sell	736 -122	-14%	-$10.6K	0.04%	252
2018 Q2	$71K	Sell	858 -252	-23%	-$21.1K	0.05%	231
2018 Q1	$92K	Buy	+1,110	New	+$95.4K	0.07%	207

Other funds holding VYM

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return