Personal Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Personal Wealth Partners’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
2022 Q2	–	Sell	-6,585	Closed	-$739K	–	72
2022 Q1	$739K	Buy	6,585 +936	+17%	+$104K	0.32%	35
2021 Q4	$633K	Sell	5,649 -115	-2%	-$12.5K	0.26%	43
2021 Q3	$596K	Buy	5,764 +2,107	+58%	+$223K	0.25%	41
2021 Q2	$383K	Buy	3,657 +1,383	+61%	+$145K	0.15%	54
2021 Q1	$230K	Hold	2,274	–	–	0.1%	70
2020 Q4	$208K	Buy	+2,274	New	+$198K	0.1%	69
2020 Q3	–	Sell	-2,562	Closed	-$202K	–	68
2020 Q2	$202K	Buy	+2,562	New	+$199K	0.11%	61
2020 Q1	–	Sell	-3,882	Closed	-$364K	–	608
2019 Q4	$364K	Hold	3,882	–	–	0.16%	48
2019 Q3	$344K	Hold	3,882	–	–	0.16%	49
2019 Q2	$339K	Buy	3,882 +140	+4%	+$12.1K	0.16%	46
2019 Q1	$321K	Hold	3,742	–	–	0.17%	47
2018 Q4	$292K	Buy	+3,742	New	+$312K	0.18%	31

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Personal Wealth Partners's VYM Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2022, closing a stake of 6,585 shares — an estimated $739K sold.

Personal Wealth Partners first reported a position in VYM in Q4 2018 and held it in 12 quarters. The position peaked at $739K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold VYM as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 6,585 Vanguard High Dividend Yield ETF shares in Q2 2022, an estimated $739K.
Personal Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 12 quarters.
Personal Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $739K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.