KWMG LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

KWMG LLC’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 Q2	–	Sell	-1,154	Closed	-$99K	–	411
2019 Q1	$99K	Hold	1,154	–	–	0.02%	136
2018 Q4	$90K	Buy	1,154 +509	+79%	+$42.5K	0.02%	131
2018 Q3	$56K	Hold	645	–	–	0.01%	159
2018 Q2	$54K	Buy	+645	New	+$54K	0.01%	157

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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

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 22.9% 1-Year Est. Return

KWMG LLC's VYM Position: Q2 2019 in Review

KWMG LLC sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 1,154 shares — an estimated $99K sold.

KWMG LLC first reported a position in VYM in Q2 2018 and held it in 4 quarters. The position peaked at $99K in Q1 2019. 844 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

KWMG LLC reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 1,154 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $99K.
KWMG LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's Vanguard High Dividend Yield ETF position peaked at $99K in Q1 2019.
844 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.