Fusion Family Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fusion Family 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 Q2	–	Sell	-30	Closed	-$3K	–	102
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	97
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	90
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	97
2020 Q2	$2K	Sell	30 -62	-67%	-$4.82K	﹤0.01%	104
2020 Q1	$7K	Hold	92	–	–	﹤0.01%	98
2019 Q4	$9K	Hold	92	–	–	﹤0.01%	101
2019 Q3	$8K	Sell	92 -328	-78%	-$28.7K	﹤0.01%	108
2019 Q2	$37K	Buy	420 +328	+357%	+$28.4K	0.01%	88
2019 Q1	$8K	Sell	92 -293	-76%	-$24.5K	﹤0.01%	118
2018 Q4	$30K	Buy	385 +323	+521%	+$26.9K	0.01%	135
2018 Q3	$5K	Hold	62	–	–	﹤0.01%	218
2018 Q2	$5K	Hold	62	–	–	﹤0.01%	239
2018 Q1	$5K	Hold	62	–	–	﹤0.01%	223
2017 Q4	$5K	Hold	62	–	–	﹤0.01%	238
2017 Q3	$5K	Hold	62	–	–	﹤0.01%	182
2017 Q2	$5K	Hold	62	–	–	﹤0.01%	229
2017 Q1	$5K	Buy	+62	New	+$4.79K	﹤0.01%	234

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

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

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

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

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

RJFSA

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

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

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

Fusion Family Wealth's VYM Position: Q2 2021 in Review

Fusion Family Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 30 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in VYM in Q1 2017 and held it in 17 quarters. The position peaked at $37K in Q2 2019. 1,129 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Fusion Family Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 30 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $3K.
Fusion Family Wealth first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and held it in 17 quarters.
Fusion Family Wealth's Vanguard High Dividend Yield ETF position peaked at $37K in Q2 2019.
1,129 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.