RWB
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RMR Wealth Builders’s Vanguard High Dividend Yield ETF VYM Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-130
Closed -$13K – 701
2021
Q1 		$13K Hold
130
– – ﹤0.01% 573
2020
Q4 		$12K Sell
130
-114,895
-100% -$9.98M 0.01% 398
2020
Q3 		$9.31M Buy
+115,025
New +$9.42M 2.42% 10

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's VYM Position: Q2 2021 in Review

RMR Wealth Builders sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 130 shares — an estimated $13K sold.

RMR Wealth Builders first reported a position in VYM in Q3 2020 and held it in 3 quarters. The position peaked at $9.31M in Q3 2020. 1,128 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 130 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $13K.
  • RMR Wealth Builders first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Vanguard High Dividend Yield ETF position peaked at $9.31M in Q3 2020.
  • 1,128 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.