GenWealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

GenWealth Group’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
2019 Q1	–	Sell	-2,816	Closed	-$219K	–	65
2018 Q4	$219K	Hold	2,816	–	–	0.11%	56
2018 Q3	$247K	Hold	2,816	–	–	0.11%	57
2018 Q2	$233K	Buy	+2,816	New	+$236K	0.11%	55

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GenWealth Group's VYM Position: Q1 2019 in Review

GenWealth Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2019, closing a stake of 2,816 shares — an estimated $219K sold.

GenWealth Group first reported a position in VYM in Q2 2018 and held it in 3 quarters. The position peaked at $247K in Q3 2018. 826 funds tracked by Wall St. Rank hold VYM as of Q1 2019.

GenWealth Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2019 after selling out during the quarter.
GenWealth Group sold 2,816 Vanguard High Dividend Yield ETF shares in Q1 2019, an estimated $219K.
GenWealth Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 3 quarters.
GenWealth Group's Vanguard High Dividend Yield ETF position peaked at $247K in Q3 2018.
826 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2019.

Based on GenWealth Group's 13F filing for Q1 2019, filed 8 Apr 2019.