HGWM
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Harvest Group Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Harvest Group 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
2019
Q3 		– Sell
-906
Closed -$79K – 1141
2019
Q2 		$79K Hold
906
– – 0.1% 55
2019
Q1 		$78K Buy
+906
New +$75.7K 0.07% 69

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harvest Group Wealth Management's VYM Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2019, closing a stake of 906 shares — an estimated $79K sold.

Harvest Group Wealth Management first reported a position in VYM in Q1 2019 and held it in 2 quarters. The position peaked at $79K in Q2 2019. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 906 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $79K.
  • Harvest Group Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Vanguard High Dividend Yield ETF position peaked at $79K in Q2 2019.
  • 859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.