BAMG
VYM icon

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return