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Flagship Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-39
Closed -$4.09K – 300
2021
Q2 		$4.09K Hold
39
– – ﹤0.01% 286
2021
Q1 		$4K Hold
39
– – ﹤0.01% 259
2020
Q4 		$3.58K Buy
+39
New +$3.39K ﹤0.01% 277

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagship Private Wealth's VYM Position: Q3 2021 in Review

Flagship Private Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2021, closing a stake of 39 shares — an estimated $4.09K sold.

Flagship Private Wealth first reported a position in VYM in Q4 2020 and held it in 3 quarters. The position peaked at $4.09K in Q2 2021. 1,128 funds tracked by Wall St. Rank hold VYM as of Q3 2021.

  • Flagship Private Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 39 Vanguard High Dividend Yield ETF shares in Q3 2021, an estimated $4.09K.
  • Flagship Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Vanguard High Dividend Yield ETF position peaked at $4.09K in Q2 2021.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.