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Chicago Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Chicago Wealth Management’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
-2,790
Closed -$255K – 42
2020
Q4 		$255K Hold
2,790
– – 0.24% 27
2020
Q3 		$226K Sell
2,790
-65
-2% -$5.32K 0.26% 26
2020
Q2 		$225K Buy
+2,855
New +$222K 0.27% 24

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

Chicago Wealth Management's VYM Position: Q1 2021 in Review

Chicago Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 2,790 shares — an estimated $255K sold.

Chicago Wealth Management first reported a position in VYM in Q2 2020 and held it in 3 quarters. The position peaked at $255K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • Chicago Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Chicago Wealth Management sold 2,790 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $255K.
  • Chicago Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and held it in 3 quarters.
  • Chicago Wealth Management's Vanguard High Dividend Yield ETF position peaked at $255K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on Chicago Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.