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EWM
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
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1-Year Est. Return
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$164B AUM
33.91%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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