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PCA
Personal Capital Advisors’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Personal Capital Advisors’s Portfolio
VYM Stock Details
VYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$419K
Sell
3,872
-2,240
-37%
-$238K
﹤0.01%
328
2022
Q3
$580K
Buy
6,112
+2,915
+91%
+$303K
﹤0.01%
270
2022
Q2
$325K
Buy
3,197
+18
+0.6%
+$1.95K
﹤0.01%
334
2022
Q1
$357K
Sell
3,179
-3,668
-54%
-$409K
﹤0.01%
354
2021
Q4
$745K
Buy
6,847
+3,438
+101%
+$374K
﹤0.01%
282
2021
Q3
$352K
Sell
3,409
-754
-18%
-$79.7K
﹤0.01%
370
2021
Q2
$436K
Buy
4,163
+81
+2%
+$8.51K
﹤0.01%
330
2021
Q1
$413K
Buy
4,082
+442
+12%
+$42.6K
﹤0.01%
333
2020
Q4
$333K
Sell
3,640
-2,393
-40%
-$208K
﹤0.01%
367
2020
Q3
$488K
Buy
6,033
+1,954
+48%
+$160K
﹤0.01%
286
2020
Q2
$321K
Sell
4,079
-2,403
-37%
-$187K
﹤0.01%
280
2020
Q1
$372K
Buy
6,482
+3,553
+121%
+$305K
﹤0.01%
268
2019
Q4
$274K
Buy
2,929
+516
+21%
+$46.8K
﹤0.01%
342
2019
Q3
$214K
Sell
2,413
-667
-22%
-$58.4K
﹤0.01%
343
2019
Q2
$269K
Buy
+3,080
New
+$266K
﹤0.01%
281
2018
Q1
–
Sell
-3,076
Closed
-$263K
–
279
2017
Q4
$263K
Buy
+3,076
New
+$257K
﹤0.01%
216
2017
Q1
–
Sell
-3,071
Closed
-$233K
–
218
2016
Q4
$233K
Buy
+3,071
New
+$225K
0.01%
165
Other funds holding VYM
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SLI
Sumitomo Life Insurance
Tokyo, Japan
$4.25B AUM
23.69%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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