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FFW
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$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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