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CFM Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CFM Wealth Partners’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
Q1 		– Sell
-2,374
Closed -$217K – 175
2020
Q4 		$217K Sell
2,374
-600
-20% -$52.1K 0.07% 149
2020
Q3 		$240K Sell
2,974
-1,218
-29% -$99.8K 0.09% 127
2020
Q2 		$330K Hold
4,192
– – 0.13% 106
2020
Q1 		$297K Hold
4,192
– – 0.14% 104
2019
Q4 		$396K Buy
+4,192
New +$380K 0.15% 102

Other funds holding VYM

USAA
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFM Wealth Partners's VYM Position: Q1 2021 in Review

CFM Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 2,374 shares — an estimated $217K sold.

CFM Wealth Partners first reported a position in VYM in Q4 2019 and held it in 5 quarters. The position peaked at $396K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • CFM Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 2,374 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $217K.
  • CFM Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 5 quarters.
  • CFM Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $396K in Q4 2019.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on CFM Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.