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

Edge 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
2022 Q1	–	Sell	-630	Closed	-$71K	–	457
2021 Q4	$71K	Hold	630	–	–	0.01%	153
2021 Q3	$65K	Hold	630	–	–	0.01%	169
2021 Q2	$66K	Hold	630	–	–	0.01%	169
2021 Q1	$64K	Hold	630	–	–	0.01%	174
2020 Q4	$58K	Hold	630	–	–	0.01%	172
2020 Q3	$51K	Hold	630	–	–	0.01%	200
2020 Q2	$50K	Sell	630 -3,055	-83%	-$238K	0.01%	275
2020 Q1	$262K	Buy	3,685 +2,565	+229%	+$220K	0.06%	124
2019 Q4	$105K	Buy	1,120 +630	+129%	+$57.1K	0.02%	190
2019 Q3	$43K	Buy	490 +435	+791%	+$38.1K	0.01%	261
2019 Q2	$5K	Hold	55	–	–	﹤0.01%	489
2019 Q1	$5K	Sell	55 -486	-90%	-$40.6K	﹤0.01%	475
2018 Q4	$42K	Hold	541	–	–	0.01%	259
2018 Q3	$47K	Hold	541	–	–	0.01%	262
2018 Q2	$45K	Buy	541 +55	+11%	+$4.61K	0.01%	254
2018 Q1	$40K	Hold	486	–	–	0.01%	248
2017 Q4	$41K	Hold	486	–	–	0.01%	241
2017 Q3	$39K	Hold	486	–	–	0.01%	240
2017 Q2	$38K	Hold	486	–	–	0.01%	240
2017 Q1	$38K	Hold	486	–	–	0.01%	227
2016 Q4	$37K	Hold	486	–	–	0.01%	211
2016 Q3	$35K	Buy	+486	New	+$35.3K	0.01%	211

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edge Wealth Management's VYM Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 630 shares — an estimated $71K sold.

Edge Wealth Management first reported a position in VYM in Q3 2016 and held it in 22 quarters. The position peaked at $262K in Q1 2020. 1,341 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 630 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $71K.
Edge Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and held it in 22 quarters.
Edge Wealth Management's Vanguard High Dividend Yield ETF position peaked at $262K in Q1 2020.
1,341 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.