Private Wealth Advisors (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$368K	Sell	4,023 -355	-8%	-$30.8K	0.21%	83
2020 Q3	$354K	Buy	4,378 +86	+2%	+$7.04K	0.23%	74
2020 Q2	$338K	Sell	4,292 -370	-8%	-$28.8K	0.23%	74
2020 Q1	$354K	Sell	4,662 -425	-8%	-$36.5K	0.27%	67
2019 Q4	$473K	Sell	5,087 -270	-5%	-$24.5K	0.25%	80
2019 Q3	$475K	Hold	5,357	–	–	0.24%	90
2019 Q2	$468K	Sell	5,357 -885	-14%	-$76.5K	0.17%	103
2019 Q1	$535K	Sell	6,242 -2,145	-26%	-$179K	0.2%	99
2018 Q4	$654K	Buy	8,387 +1	+0%	+$83	0.28%	83
2018 Q3	$730K	Hold	8,386	–	–	0.27%	87
2018 Q2	$696K	Buy	8,386 +2,820	+51%	+$236K	0.28%	85
2018 Q1	$459K	Buy	5,566 +86	+2%	+$7.39K	0.18%	98
2017 Q4	$469K	Buy	5,480 +861	+19%	+$72K	0.18%	98
2017 Q3	$374K	Buy	4,619 +801	+21%	+$63.6K	0.15%	104
2017 Q2	$298K	Buy	+3,818	New	+$297K	0.13%	108

Other funds holding VYM

RJA

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s VYM Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.1% in Q4 2020, selling an estimated $30.8K and leaving 4,023 shares worth $368K. The position accounts for 0.21% of the portfolio, ranked #83.

Private Wealth Advisors (Pennsylvania) first reported a position in VYM in Q2 2017 and has held it in 15 quarters since. The position peaked at $730K in Q3 2018. 1,067 funds tracked by Wall St. Rank hold VYM as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 4,023 shares of Vanguard High Dividend Yield ETF worth $368K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 355 Vanguard High Dividend Yield ETF shares in Q4 2020, an estimated $30.8K.
Vanguard High Dividend Yield ETF made up 0.21% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #83 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 15 quarters since.
Private Wealth Advisors (Pennsylvania)'s Vanguard High Dividend Yield ETF position peaked at $730K in Q3 2018.
1,067 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.