Brand Asset Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-17	Closed	-$2K	–	266
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	275
2020 Q4	$2K	Buy	+17	New	+$1.48K	﹤0.01%	233
2020 Q2	–	Sell	-158	Closed	-$11K	–	277
2020 Q1	$11K	Sell	158 -508	-76%	-$43.6K	0.01%	194
2019 Q4	$62K	Hold	666	–	–	0.04%	121
2019 Q3	$59K	Buy	666 +115	+21%	+$10.1K	0.04%	121
2019 Q2	$48K	Buy	551 +69	+14%	+$5.97K	0.03%	138
2019 Q1	$41K	Hold	482	–	–	0.03%	138
2018 Q4	$38K	Hold	482	–	–	0.03%	125
2018 Q3	$42K	Hold	482	–	–	0.03%	133
2018 Q2	$40K	Buy	+482	New	+$40.4K	0.03%	137

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

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

RJA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Brand Asset Management Group's VYM Position: Q2 2021 in Review

Brand Asset Management Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

Brand Asset Management Group first reported a position in VYM in Q2 2018 and held it in 10 quarters. The position peaked at $62K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Brand Asset Management Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 17 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $2K.
Brand Asset Management Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 10 quarters.
Brand Asset Management Group's Vanguard High Dividend Yield ETF position peaked at $62K in Q4 2019.
1,129 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.