EWA
VYM icon

Evolution Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Evolution Wealth Advisors’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
Q3 		– Sell
-2,715
Closed -$276K – 123
2022
Q2 		$276K Sell
2,715
-235
-8% -$25.5K 0.07% 89
2022
Q1 		$331K Hold
2,950
– – 0.07% 86
2021
Q4 		$331 Sell
2,950
-200
-6% -$21.8K 0.05% 89
2021
Q3 		$326K Sell
3,150
-175
-5% -$18.5K 0.07% 77
2021
Q2 		$348K Sell
3,325
-6,080
-65% -$638K 0.07% 83
2021
Q1 		$951K Sell
9,405
-470
-5% -$45.3K 0.21% 63
2020
Q4 		$904K Sell
9,875
-180
-2% -$15.6K 0.2% 62
2020
Q3 		$814K Hold
10,055
– – 0.22% 53
2020
Q2 		$792K Buy
+10,055
New +$782K 0.26% 48

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return