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Burt Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Burt 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
-3,472
Closed -$359K – 102
2021
Q3 		$359K Buy
3,472
+235
+7% +$24.8K 0.11% 67
2021
Q2 		$339K Hold
3,237
– – 0.12% 64
2021
Q1 		$327K Hold
3,237
– – 0.12% 67
2020
Q4 		$296K Hold
3,237
– – 0.1% 70
2020
Q3 		$262K Hold
3,237
– – 0.1% 67
2020
Q2 		$255K Hold
3,237
– – 0.1% 68
2020
Q1 		$229K Buy
3,237
+1,360
+72% +$117K 0.1% 68
2019
Q4 		$176K Sell
1,877
-75
-4% -$6.8K 0.07% 87
2019
Q3 		$173K Sell
1,952
-75
-4% -$6.56K 0.07% 92
2019
Q2 		$177K Hold
2,027
– – 0.08% 91
2019
Q1 		$174K Hold
2,027
– – 0.08% 92
2018
Q4 		$158K Buy
2,027
+150
+8% +$12.5K 0.07% 92
2018
Q3 		$163K Hold
1,877
– – 0.07% 98
2018
Q2 		$156K Hold
1,877
– – 0.07% 96
2018
Q1 		$155K Hold
1,877
– – 0.08% 95
2017
Q4 		$161K Hold
1,877
– – 0.1% 93
2017
Q3 		$152K Hold
1,877
– – 0.1% 90
2017
Q2 		$146K Hold
1,877
– – 0.1% 90
2017
Q1 		$146K Hold
1,877
– – 0.11% 82
2016
Q4 		$142K Hold
1,877
– – 0.13% 89
2016
Q3 		$135K Hold
1,877
– – 0.14% 82
2016
Q2 		$134K Hold
1,877
– – 0.15% 77
2016
Q1 		$130K Hold
1,877
– – 0.12% 88
2015
Q4 		$125K Buy
1,877
+871
+87% +$58.4K 0.1% 86
2015
Q3 		$63K Sell
1,006
-1,006
-50% -$66.2K 0.08% 120
2015
Q2 		$137K Buy
2,012
+1,006
+100% +$69.8K 0.15% 80
2015
Q1 		$69K Hold
1,006
– – 0.07% 119
2014
Q4 		$69K Buy
+1,006
New +$68.3K 0.07% 119

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burt Wealth Advisors's VYM Position: Q4 2021 in Review

Burt Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2021, closing a stake of 3,472 shares — an estimated $359K sold.

Burt Wealth Advisors first reported a position in VYM in Q4 2014 and held it in 28 quarters. The position peaked at $359K in Q3 2021. 1,293 funds tracked by Wall St. Rank hold VYM as of Q4 2021.

  • Burt Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,472 Vanguard High Dividend Yield ETF shares in Q4 2021, an estimated $359K.
  • Burt Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and held it in 28 quarters.
  • Burt Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $359K in Q3 2021.
  • 1,293 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2021.

Based on Burt Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.