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

ForthRight 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
-590
Closed -$54K – 181
2020
Q4 		$54K Buy
+590
New +$51.3K 0.04% 67

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RJA
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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

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

ForthRight Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2021, closing a stake of 590 shares — an estimated $54K sold.

ForthRight Wealth Management first reported a position in VYM in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 590 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $54K.
  • ForthRight Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard High Dividend Yield ETF position peaked at $54K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.