Capital Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Wealth Planning’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	-8,274	Closed	-$585K	–	223
2020 Q1	$585K	Buy	+8,274	New	+$711K	0.04%	113
2019 Q4	–	Sell	-8,696	Closed	-$773K	–	263
2019 Q3	$773K	Sell	8,696 -948	-10%	-$83K	0.05%	105
2019 Q2	$843K	Buy	+9,644	New	+$834K	0.06%	89

Other funds holding VYM

RJA

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

USAA

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

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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SBSB

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Wealth Planning's VYM Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 8,274 shares — an estimated $585K sold.

Capital Wealth Planning first reported a position in VYM in Q2 2019 and held it in 3 quarters. The position peaked at $843K in Q2 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 8,274 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $585K.
Capital Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard High Dividend Yield ETF position peaked at $843K in Q2 2019.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.